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Showing 4651 - 4660 of 7014 results for "Platform"

CPlan partners with Decimal Software

JAMES FERNYHOUGH  |  THURSDAY, 4 DEC 2014
... support in transitioning from legacy software. CPlan director Christian Singleton said CPlan believed that Decimal's platform represents a transformation in best practice for financial advice. "We are partnering with Decimal to ensure that CPlan's adviser ...

SS&C acquires DST Global Solutions

JAMES FERNYHOUGH  |  WEDNESDAY, 3 DEC 2014
... $95 million in cash. DST Global's products now owned by SS&C include industry-leading investment and fund accounting platform, HiPortfolio, and investment data management and analytics platform, Anova. DST Global has 390 employees operating in 12 offices ...

Small tech providers tempt aligned advisers to defect

LAURA MILLAN  |  WEDNESDAY, 3 DEC 2014
... roundtable in Sydney, Lees noted that "when an adviser or a group of advisers have a need for something to change in a platform, they will put on a request. Literally, that request will go to the bottom of a long list." Adviser Intelligence director ...

Perennial Australian equity trust rated by Lonsec

MARK SMITH  |  WEDNESDAY, 3 DEC 2014
... Defender trust is listed on the BT Wrap, Asgard, IOOF Pursuit and Federation Alliance platforms. The New Zealand based Aegis platform has also listed the trust for investment by its advisers. Launched in May 2014, Perennial Value describes the strategy ...

AllianceBernstein hires Australia retail sales manager

STAFF WRITER  |  TUESDAY, 2 DEC 2014
AllianceBernstein has appointed a national retail sales manager in Australia to support the growth of its retail channel. Ben Moore will be responsible to drive AllianceBernstein's retail sales strategy as the company continues to expand its offering ...

Netwealth appoints joint managing director

LAURA MILLAN  |  MONDAY, 1 DEC 2014
... previously executive director and has now been appointed joint managing director, with responsibilities over the business' platform operator netwealth Investments, Financial Planning Services, Pathway Licensee Services and Bridgeport Financial Services. ...

Australia role made redundant in AMP leadership reshuffle

MARK SMITH  |  THURSDAY, 27 NOV 2014
... to "sharpen" its focus on opportunities in the northern hemisphere following the launch of the global infrastructure platform while maintaining its leading role in the important home markets of Australia and New Zealand. Boe Pahari, currently head of ...

Lazard AM grows global multi asset team

JAMES FERNYHOUGH  |  TUESDAY, 25 NOV 2014
... global multi asset team. Based in New York, Hope will help grow the firm's emerging market and global multi asset solution platform. Hope was previously co-head of global equity distribution at Renaissance Capital. Prior to that he was managing director ...

QSuper appoints Decimal as advice platform provider

JAMES FERNYHOUGH  |  TUESDAY, 25 NOV 2014
QSuper has appointed Decimal Software Limited as the software platform provider for its scaled advice operations. Decimal's platform will provide QSuper members with the option for limited financial advice with real time process and compliance management. ...

Folkestone to increase holding in REIT

LAURA MILLAN  |  MONDAY, 24 NOV 2014
... Education Trust," managing director Greg Paramor said. He added that the move will grow Folkestone's "funds management platform and investing in select development opportunities on its balance sheet or co-investing in its development funds." The raising ...