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Showing 4841 - 4850 of 7014 results for "Platform"

Praemium upgrades CRM planning software

LAURA MILLAN  |  WEDNESDAY, 2 APR 2014
Praemium has upgraded its WealthCraft CRM and financial planning software to the cloud-based Microsoft Dynamics CRM platform. The new user-friendly interface allows users to perform their usual business and financial planning tasks in one place. The ...

AMP opens three funds to retail investors

MARK SMITH  |  TUESDAY, 1 APR 2014
AMP Capital has made three of its funds available to retail investors for the first time. The funds are the AMP Capital Dynamic Markets Fund, Australian Equity Income Fund and Income Generator. The first two funds have previously only been available ...

Individual cover through super, key to insurance recovery

LAURA MILLAN  |  FRIDAY, 28 MAR 2014
... FSC, Green described insurance through superannuation as "a world-class, incredibly efficient and broad distribution platform." He said that the focus should not be in default covers, but "in engaging millions and millions of individuals in making decisions ...

ATO initiative raises $640 million from wealthy Australians

MARK SMITH  |  WEDNESDAY, 26 MAR 2014
... compliance booklet. Tax agent visits and forums such as the ATO Tax Practitioner Advisory Group and the online Let's Talk Platform are also used as a means to communicate tax obligations. "As a result of our compliance activities, we have exceeded liability ...

JANA absorbs MLC IM in NAB restructure

MARK SMITH  |  WEDNESDAY, 26 MAR 2014
MLC Investment Management will be absorbed by JANA in a shake-up designed to create a larger and more powerful investment research, advisory and portfolio management business, NAB has announced. The bank said the combined business will better utilise ...

JPM appoints Australian insto head

MARK SMITH  |  MONDAY, 24 MAR 2014
... in Singapore. "We are focused on building our business in Australia and delivering the strength of the firm's global platform to local market investors," she said. "Stephen brings to J.P. Morgan Asset Management extensive local market experience, and ...

XPLAN named top planning application

STAFF WRITER  |  WEDNESDAY, 19 MAR 2014
... the Investment Trends Planning Software Report. Coin and AdviserNETgain followed XPLAN. The top rated hybrid planning/platform integrated planning application was AdviserNETgain/Asgard. Provisio was surveyed as the best superannuation scaled advice application ...

OneVue shuffles reporting lines ahead of IPO

ALICE URIBE  |  WEDNESDAY, 19 MAR 2014
OneVue has appointed a new head of operations for platform services and re-jigged its reporting lines, as it looks towards its much-anticipated Easter IPO. Andrew Macciocca who is based in Melbourne, was appointed head of operations for fund services ...

Actuate rebrands, now SFG Alliance Services

LAURA MILLAN  |  TUESDAY, 18 MAR 2014
... website, which allows AFSLs and advisers to access the support of SFG through advice documents, research, product and platform solution, technical services, practice management, succession planning, marketing and sales. In the six months since launch ...

MDA provider inks deal with Affinity and Redgum

STAFF WRITER  |  TUESDAY, 18 MAR 2014
... arrangements with Affinity and Redgum are significant in that both firms have previously administered client portfolios off platform but have seen the need to migrate to a MDA structure for advice efficiency as well as administration efficiency." Established ...