Search Results | Showing 31 - 40 of 107 results for "Wealth platform" |
| | | BNP Paribas' Securities Services will remain custodian for HUB24, the platform rapidly gaining market share. As part of the renewed mandate, BNP Paribas will extend its local and global custody services to HUB4, continuing a partnership that began ... |
| | | | ... he is looking for a different type of job - one where he garners a portfolio of super fund, asset manager and wealth platform clients who are looking for advisory expertise as they sharpen up their value proposition. Jollie believes the next decade will ... |
| | | | Former financial adviser John Wertheimer has been banned by the regulator after he was convicted of using the Netwealth platform to access client accounts and make unauthorised transactions. In May 2020, Wertheimer made 48 unauthorised transactions ... |
| | | | ... processes, provide daily investment oversight, and access a broader range of specialised investment opportunities, the wealth platform provider added. |
| | | | Citi Securities Services has been awarded a custody and integrated execution services mandate by wealth platform Mason Stevens. As Mason Stevens looks to deliver "premium" wealth management solutions, Citi Australia and New Zealand's head of securities ... |
| | | | Tomorrow, GBST will launch its enhanced SaaS Composer wealth management administration platform and refreshed brand to support a new strategic direction. GBST's upgraded SaaS Composer platform offers organisations a consolidated view of their customers' ... |
| | | | Sequoia Financial Group is offloading 80% of Morrison Securities to a digital wealth platform for $40.5 million. The listed wealth group is divesting 80% of its equity interest in the stockbroker to New Quantum Holdings, leaving Sequoia's balance sheet ... |
| | | | Former financial adviser John Wertheimer has been convicted and sentenced for making unauthorised client transactions on the Netwealth platform. Specifically, Wertheimer was convicted on one count of providing a financial service on behalf of a person ... |
| | | | ... non-negotiable and I am looking forward to working closely across all facets of the business to further improve our wealth platform," Luong said. Meanwhile, Southern will drive the technology strategy and objectives, leading the infrastructure, development ... |
| | | | ... reported by Financial Standard, Edge is CFS's new wrap platform, which has been called the first major Australian wealth platform innovation in the last decade. Quirk said the new platform will sit at the heart of an advice tech stack, bringing together ... |
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