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Showing 4781 - 4790 of 7014 results for "Platform"

Advice firm chooses MDAs over platforms

LAURA MILLAN  |  TUESDAY, 8 JUL 2014
Melbourne advice firm Moran Howlett Financial Planning will transfer the majority of its funds under advice from traditional platforms onto a managed discretionary account (MDA) structure. The firm has about 350 clients and $160 million in assets under ...

GARS added to BT Wrap platform

HARRY PAGE, MARK SMITH  |  THURSDAY, 3 JUL 2014
Standard Life Investments' flagship multi-asset absolute return fund is now available on the BT Wrap platform. Global Absolute Return Strategies (GARS) was established in the UK in 2006. The multi-asset strategy aims to provide positive returns irrespective ...

Former NAB execs follow Hartley to Sunsuper

JAMES FERNYHOUGH  |  WEDNESDAY, 2 JUL 2014
... Hartley said he believes Sunsuper is already at the forefront. He said the key challenge was about "enhancing the operating platform to enable us to deliver services more through digital channels and to improve customer engagement through digital eng ...

Superpartners suspends platform development

JAMES FERNYHOUGH  |  TUESDAY, 1 JUL 2014
Superpartners has suspended development of a major IT project four years after it was due to be completed. The Australian Financial Review today reported that the aborted project exceeded its budget by $180 million. Superpartners did not respond to ...

YBR Smarter Money receives rating upgrade

MARK SMITH  |  THURSDAY, 26 JUN 2014
Yellow Brick Road's floating rate fixed income fund, YBR Smarter Money, has been upgraded to "Highly Recommended" by independent asset-consulting firm, Atchison Consultants. Since its launch over two years ago, Smarter Money has returned 5.9% annually ...

Momentum for mFund service gathering despite uncertainty

MARK SMITH  |  WEDNESDAY, 25 JUN 2014
... who uses a stockbroking service on their behalf. "Equity Trustees has successfully received applications on the mFund platform and looks forward to continued support for the service from brokers and investment managers alike," Equity Trustees' head of ...

LUCRF signs up to DST Bluedoor

JAMES FERNYHOUGH  |  MONDAY, 23 JUN 2014
... control the quality of our operations." DST Bluedoor chief executive Martin Spedding said: "LUCRF has used the DST Bluedoor platform to implement key SuperStream regulatory changes and improve overall efficiency and productivity. "Bluedoor SuperStream's ...

2014 MAX Award Winners and Finalists

MICHELLE BALTAZAR  |  MONDAY, 23 JUN 2014

Prepare for the 'financial Amazon': Joye

JAMES FERNYHOUGH  |  THURSDAY, 19 JUN 2014
Online financial supermarkets akin to Amazon are the future of financial services distribution, according to YBR Funds Management's Christopher Joye. Speaking at the Financial Standard MAX forum in Sydney yesterday, Joye said there was a surprisingly ...

Industry marketing leaders receive top MAX Awards

LAURA MILLAN  |  THURSDAY, 19 JUN 2014
First State Super, ING Direct and La Trobe Financial received the top awards at the Financial Standard MAX Forum, which took place yesterday in Sydney. The MAX Awards recognise thought leaders and innovators in sales and marketing within the financial ...