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Showing 4231 - 4240 of 7014 results for "Platform"

QuietGrowth adds multi-risk portfolios

ALEX BURKE  |  TUESDAY, 12 APR 2016
... feature demonstrates QuietGrowth's efforts to provide investors and financial advisers a meaningful goal-based investment platform with the flexibility to tailor investment portfolio towards particular needs." Commenting on the app, QuietGrowth director ...

Fortnum debuts integrated advice platform

KERRIE SYDEE  |  TUESDAY, 12 APR 2016
... lens, not a legislative lens, and really get to know them in order to determine the advice they require," said Cates. The platform includes a revamped statement of advice template, while Xplan has been configured to include a working document function ...

Xero product chief steps down

ALEX BURKE  |  MONDAY, 11 APR 2016
... Xero, Norton managed product strategy and partnerships. Following Norton's departure back to his home in Seattle, chief platform officer Duncan Ritchie will take the reins for Xero's product team, which Xero's statement said involved "incorporating the ...

BNP and SmartAngels announce Blockchain partnership

DARREN SNYDER  |  THURSDAY, 7 APR 2016
Global custodian BNP Paribas Securities Services and direct investment platform SmartAngels have signed a strategic crowdfunding partnership for the use of blockchain. The partnership will allow private companies to issue securities on the primary market ...

Crowe Horwath makes two senior appointments

KERRIE SYDEE  |  MONDAY, 4 APR 2016
... Crowe Horwath's move to meet the increasing demand for corporate and tax advisory services across the firm's national platform as part of the transition to offer all clients a comprehensive family office service. "In short, the family office model involves ...

HSBC joins mFund service

DARREN SNYDER  |  MONDAY, 4 APR 2016
HSBC's online share trading platform has joined the Australian Securities Exchange's (ASX) mFund settlement service. The ASX said today's announcement brings the number of mFund distribution partners to 18, and there are now 22 mFund issuers or responsible ...

BondAdviser launches new portfolio on HUB24

KERRIE SYDEE  |  FRIDAY, 1 APR 2016
... claims it is the first managed portfolio available to advisers to include Exchange Traded Bond units (XTBs) on an SMA platform. The BondAdviser Income Plus Portfolio is designed to give investors an alternative to term deposits while maintaining regular ...

Suncorp searching for new chief info officer

DARREN SNYDER  |  FRIDAY, 1 APR 2016
Suncorp chief information officer Matt Pancino has resigned after five years at the banking, wealth and insurance group. Pancino will finish at Suncorp on April 29, and most recently he has been responsible for digital enablement, cloud and infrastructure ...

State Street acquires GE Asset Management

KERRIE SYDEE  |  THURSDAY, 31 MAR 2016
State Street Corporation has agreed to acquire GE Asset Management from GE for a total purchase price of up to $485 million. The acquisition is expected to increase State Street Global Advisor's (SSGA) assets under management by approximately $100 billion ...

AMP and Topdocs partner for SMSF service

ALEX BURKE  |  THURSDAY, 31 MAR 2016
AMP has partnered with legal document provider Topdocs to provide SMSF documentation services through its SuperConcepts SMSF business. The service will allow SMSF advisers to generate documentation based on the fund data available on SuperConcepts' ...