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Showing 5031 - 5040 of 7014 results for "Platform"

netwealth expands its board of directors

JAMES FERNYHOUGH  |  WEDNESDAY, 10 JUL 2013
... from FoFA for all planners to provide impartial advice, I expect netwealth's position as the leading non-institutional platform to be further enhanced." In May, netwealth announced that it had reached $4 billion in funds under management following year-to-date ...

TAL centralises customer service

LAURA MILLAN  |  WEDNESDAY, 10 JUL 2013
Insurance provider TAL has created a new business unit that centralises its customer services functions and operations. The new division aims to bring greater efficiency and to create a single source for the information customers receive. TAL chief ...

AdviserEdge Melbourne kicks off on 14 July

STAFF WRITER  |  TUESDAY, 9 JUL 2013
Financial services think tank The Social Adviser will be holding an encore version of its inaugural AdviserEdge Social Advice Summit in Melbourne from 14 July - 16 July. The event aims to provide advisers with practical solutions so that they can effectively ...

Bennelong FM consolidates presence in QLD

LAURA MILLAN  |  TUESDAY, 9 JUL 2013
... Distribution in Queensland and she will focus on growing the group's retail footprint throughout Queensland and provide a robust platform to support growth in Bennelong's funds under management, currently at just under $5 billion. Saw's appointment will ...

BT insurance available on Asgard

LAURA MILLAN  |  FRIDAY, 5 JUL 2013
... policies are available now on the Asgard platforms for the first time with the launch of BT life insurance through its platform. BT Protection Plans can be accessed through super accounts on Asgard's platforms, BT Wrap as well as off-platform. "We want ...

Financial planners opt for software homogeneity

JAMES FERNYHOUGH  |  FRIDAY, 5 JUL 2013
... according to research by Investment Trends. In its May 2013 Planner Technology Report, Investment Trends found that IRESS's platform XPLAN has increased its market share to 51%, up from 39% in 2012. XPLAN's nearest competitor, COIN, has 25% of the market ...

Bloomberg ASEAN roadshow kicks off

MARK SMITH  |  FRIDAY, 5 JUL 2013
... the equity markets. The move is expected to be a precursor to allowing the bonds to be traded on an electronic trading platform. "Since the Financial Crisis in 1997/1998, policy makers in ASEAN have recognized the need to develop the region's bond markets ...

HUB24 platform adds two dealer groups

LAURA MILLAN  |  THURSDAY, 4 JUL 2013
Investorfirst has added two new independent dealers to its HUB24 investment platform, which now has 42 financial planning groups. Melbourne-based Unison Financial Group and Sydney-based New World Financial Advisers have been the latest dealer groups ...

More than 8,000 advisers using IRESS XPLAN

MARK SMITH  |  WEDNESDAY, 3 JUL 2013
... IRESS executive general manager of wealth management Tizzy Vigilante said. XPLAN-CommPay integrates within the XPLAN platform, enabling the adviser to combine client revenue data with service delivery and other customer relationship data, to facilitate ...

Industry welcomes grandfathering extension

LAURA MILLAN  |  WEDNESDAY, 3 JUL 2013
The Association of Financial Advisers (AFA) has welcomed the Senate approval of the grandfathering regulation, one of the last pending aspects of the Future of Financial Advice (FoFA) regulation. The Senate vote has given the industry 12 more months ...