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Showing 4851 - 4860 of 7014 results for "Platform"

Former NAB adviser launches non-aligned platform

JAMES FERNYHOUGH  |  THURSDAY, 13 MAR 2014
Former NAB Private Wealth adviser Sarah Hackney has launched a new open architecture independent advice platform, called Full Circle Wealth Management. The new business, backed by former Ellerston Capital chief executive Glenn Poswell, is aimed primarily ...

Zurich fills life risk role from within

ALICE URIBE  |  WEDNESDAY, 12 MAR 2014
... Kristine Wade, head of retail sales for Zurich's life and investments business said. "I look forward to KV building on this platform by helping advisers create real and ongoing value for their clients."

State Super to combine with two NSW state funds

JAMES FERNYHOUGH  |  TUESDAY, 11 MAR 2014
... three agencies. "It enables the pooling of investment management expertise and intellectual property within an integrated platform, and will make it easier to retain, develop and attract high quality investment professionals." NSW Minister for Ageing ...

Allan Gray Aussie fund listed on six platforms

LAURA MILLAN  |  MONDAY, 10 MAR 2014
The Allan Gray Australia Opportunity Fund doubled in size during 2013 and is available for advisers through six wrap platforms. The fund was listed on Asgard, BT Wrap, Colonial First Wrap, Macquarie Wrap and netwealth. The Australia Opportunity Fund ...

ClearView launches online health reward system

LAURA MILLAN  |  FRIDAY, 7 MAR 2014
... followed the advice given by doctors in issues such as exercise or diet. "The Health Maintenance Reward program is a great platform from which to develop future initiatives that enable us to reward clients who pro-actively manage their health," ClearView ...

EQT Global Equity Fund on BT Wrap and Asgard

LAURA MILLAN  |  FRIDAY, 7 MAR 2014
The Equity Trustees (EQT) Dundas Global Equity Fund is now listed on the BT Wrap and Asgard platforms. The fund takes a long-only position in 60 to 70 companies with a minimum market cap of US$1 billion. It is managed by Edinburgh-based Dundas Global ...

OneVue rules out further acquisitions in run up to IPO

ALICE URIBE  |  THURSDAY, 6 MAR 2014
... towards Easter for its much anticipated IPO. Mckeage said that despite OneVue "always looking for acquisitions" in the platform and fund services parts of the business, the complexity of acquisitions in the lead up to an IPO was a current deterrent. ...

AMP migrates extra $14bn to North platform

JAMES FERNYHOUGH  |  MONDAY, 3 MAR 2014
AMP has completed the consolidation of a number of its products to its flagship North platform, the technology for which is provided by DST's Bluedoor. The consolidation of AMP's iAccess, Generations and Summit products to the one platform involved ...

GPS Wealth launches a new MDA

HARRY PAGE  |  THURSDAY, 27 FEB 2014
Independently-owned dealer group GPS Wealth (GPS) has introduced a Managed Discretionary Account (MDA) which it said would cut investment fees in half. GPS also said it would transition away from wrap platforms and master trusts. According to GPS Wealth ...

AMP migrates platforms into North Online

LAURA MILLAN  |  WEDNESDAY, 26 FEB 2014
... the transfer of 131,000 customers and more than $14 billion in funds under advice onto the North technology. The North platform itself recently reached $10 billion in funds under advice after AMP revealed that it is the only profitable platform in the ...