Search Results | Showing 441 - 450 of 7233 results for "platform" |
| | | Following the demise of the Shield and First Guardian master funds, regulatory pressure and being blacklisted from several platforms, Sequoia Financial Group is now reviewing the viability of InterPrac Financial Planning. Sequoia managing director and ... |
| | | | ... scale and leverage benefits. The group also observed an increase in adviser adoption of managed accounts, and the IconiQ platform drove 72% growth in combined funds under management and advice (FUMA) to $565 million. However, net profit before tax (NPBT) ... |
| | | | ... in gross outflows mostly related to financial advisers from OneVue exiting after it finalised the acquisition of the platform last December. The group reported a total of $70.5 billion in funds under administration (FUA), up nearly 14%, in the first ... |
| | | | ... use of technology to reduce the compliance burden. We need to leverage technology and AI to do much more and use the platform capabilities to automate tasks and create efficiencies for your business," Anderson said. "The financial advice is going to ... |
| | | | ... Portfolio Approach (TPA) to investing. The new structure is underpinned by the fund's whole-of-fund investment and data platform. Under the changes, a new division - Liquidity and Markets - has been created to harness the benefits of the data platform ... |
| | | | ... value," chief executive Michael Juniper said. "In the past six months, we have demonstrated the strength of our underlying platform, secured substantial new capacity, executive meaningful steps to simplify our operating model and materially accelerated ... |
| | | | ... appointed a new head of portfolio construction and investment solutions for its private assets managed accounts (PAMA) platform, designed for wholesale and professional investors. Ben Davis brings more than 25 years' experience at the intersection ... |
| | | | ... portfolio manager within its credit income team. Chan joined the $200 billion fund from ACEN Australia, a renewable energy platform, where she served as corporate finance manager. She previously spent over eight years at AustralianSuper, most recently ... |
| | | | ... engagement and adviser experience, supported by our partnership with SS&C which remains on track to deliver MasterKey platform transformation later this calendar year," Insignia Financial chief executive Scott Hartley said. Profits for the super business ... |
| | | | ... Corporate Trustee Services and Trustee Wealth Services and is operating in an environment of elevated regulatory scrutiny for platform-based super funds which is creating uncertainty over cost base and risk. It said there is also an increasing preference ... |
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