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Showing 4541 - 4550 of 7014 results for "Platform"

AB managed equities fund joins netwealth

DARREN SNYDER  |  THURSDAY, 28 MAY 2015
... Bernstein's (AB) funds offering potential for wealth protection during downside markets was added to the netwealth investment platform. The AB Managed Volatility Equities Fund joined netwealth and it becomes the latest activity for AB in the Australian ...

Mercer and Bravura combine for super admin

DARREN SNYDER  |  WEDNESDAY, 27 MAY 2015
Acting as a third party administrator, Mercer recently announced it will use Bravura's unified wealth management platform Sonata to administer multiple books of superannuation and KiwiSaver business for clients across Australia and New Zealand. A large ...

Advice firm ditches platform, adopts MDA

STAFF WRITER  |  TUESDAY, 26 MAY 2015
A Synchron financial planning practice has stopped using wrap platforms and has partnered with a managed discretionary account provider for its investment transactions. MEDIQ Financial Services will transition the majority of its clients to the managedaccounts.com.au ...

UBS hands wealth management business to senior staff

MARK SMITH  |  TUESDAY, 26 MAY 2015
... management, have led the push for the creation of a new partnership firm. In a statement Crestone said it will have a global IT platform that will provide clients with real time data and portfolio reporting. It also intends to provide a comprehensive ...

Expert issues cyber-attack warning

MARK SMITH  |  MONDAY, 25 MAY 2015
The incoming New Payments Platform will leave financial institutions, including super funds and wealth managers, vulnerable to cyber criminals unless they upgrade their security, a fraud and cyber-crime expert has warned. Similar to the UK's Faster ...

Liquidnet to launch first fixed income dark pool

LAURA MILLAN  |  WEDNESDAY, 20 MAY 2015
Liquidnet will launch its first fixed income trading platform in Europe and the United States in the next couple of months, following the acquisition of Vega-Chi in 2014. The organisation is already starting to build a pool of liquidity that will allow ...

CFS to distribute Sanlam funds in Australia

ALEX BURKE  |  TUESDAY, 19 MAY 2015
... High Growth Fund. All three have been given a 'Recommended' rating by Lonsec and are available on the CFS FirstChoice platform. They will be available on FirstWrap in June. SMSFs and direct investors also currently have access. "Sanlam's Managed Risk ...

DST partners UK wealth manager

DARREN SNYDER  |  TUESDAY, 19 MAY 2015
... wealth manager Old Mutual Wealth will be consolidating multiple websites and microsites onto DST's Opendoor front-office platform, providing a single customer view for institutions, superannuation funds, and third-party administrators. Old Mutual Wealth ...

HUB24 and GPS Wealth launch managed accounts platform

MARK SMITH  |  TUESDAY, 19 MAY 2015
HUB24 and independent licensee GPS Wealth have launched a new white label managed accounts platform. The platform, branded CAREportfolio, spans super, pension and investments, and provides a complete managed account and wrap offering for all its member ...

Low-cost super awash with inflows

DARREN SNYDER  |  MONDAY, 18 MAY 2015
... but with less administration compared with individually owned shares. "They are basically the next evolution of trading platform, which share some of the benefits of a master trust yet allow investors to by-pass the managed fund structure and own the ...