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Showing 21 - 30 of 43 results for "Wealth Management Solutions"

ClearView hire aligns growth plan

EMMA RAPAPORT  |  WEDNESDAY, 18 JAN 2017
... senior manager Jeffery Scott as head of product. Scott will drive the development of life insurance and wealth management solutions for financial advisers, and oversee the delivery of a new online quote and application engine. Former head of product ...

IRESS to buy data provider for $14m, hire 118 staff

ALEX BURKE  |  WEDNESDAY, 14 SEP 2016
... is to continue to expand its role as the essential provider of integrated trading, market data and wealth management solutions to existing and new clients. "The acquistion of INET BFA aligns with and supports this strategy, strengthening IRESS in South ...

HSBC renews partnership with trading platform

ALEX BURKE  |  TUESDAY, 7 JUN 2016
... winning platform. "We are pleased to renew this relationship and continue to provide a full range of wealth management solutions to support our customers' ambitions." Bell Direct chief executive Arnie Selvarajah added: "We are pleased to continue growing ...

Northern Trust wins Mutual Trust custody mandate

DARREN SNYDER  |  TUESDAY, 12 JAN 2016
... management clients and establish ourselves at the forefront in providing non-aligned, sophisticated wealth management solutions to our clients." Northern Trust head of global fund services Asia-Pacific, Peter Jordan, said the firm sees "a continual shift ...

IRESS acquires boutique firm

LAURA MILLAN  |  THURSDAY, 4 JUN 2015
IRESS will embed relevant content for financial advisers and their clients to its wealth management solutions after acquiring a personal finance content provider. Innergi is an Australian-based business that enables financial advice practices and superannuation ...

Senior executives come in threes for Koda

DARREN SNYDER  |  TUESDAY, 5 MAY 2015
... clients and non-profit investors. Pollasky has more than 25 years of investment experience and provides wealth management solutions for a wide group of investors, who include business owners and other successful individuals and families. He joins Koda ...

NAB named best private bank

HARRY PAGE  |  THURSDAY, 20 FEB 2014
... strength of NAB Private Wealth's offering and our commitment to delivering personalised banking and wealth management solutions for our clients, from wealth creation and protection, to trusts, philanthropy and estate planning," Yates said. "I'm delighted ...

HSBC launches online trading platform

LINDA HAUSKEN  |  MONDAY, 25 JUN 2012
... Direct to launch an online sharing trading platform. HSBC Online Share Trading will provide a range of wealth management solutions from non-advisory products and services and include financial planning and wealth protection. The share trading platform ...

ClearView moves on IFA market

MELANIE TIMBRELL  |  MONDAY, 2 APR 2012
... acquisition, ClearView began with a ten-year exclusive alliance with Bupa Australia to market life and wealth management solutions to its 2.9 million private health insurance customer base, in addition to 55 advisers through its ComCorp and ClearView ...

Advisers freed from duplicate work

ALISON BEVEGE  |  TUESDAY, 19 APR 2011
... platform. The upgrade is a joint development between Colonial First State and software providers IRESS Wealth Management Solutions, makers of XPLAN 2.0. It sends eApplications directly from the XPLAN desktop to Colonial's FirstChoice Platform. IRESS ...