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Showing 5061 - 5070 of 7014 results for "Platform"

Former BT super head moves up Westpac ranks

MARK SMITH  |  FRIDAY, 14 JUN 2013
A former BT head of Personal Superannuation has been appointed head of home ownership at Westpac. Described as a rising star by the media, Melanie Evans was previously chief of staff to the bank's financial services chief executive Brian Hartzer. Prior ...

Big groups court AFS advisers with inducements

LAURA MILLAN  |  THURSDAY, 13 JUN 2013
Australian Financial Services (AFS) Group practices have been offered substantial financial deals to join bigger groups after the group entered into administration, according to a former AFS chief executive. Beacon Financial managing director former ...

Macquarie Wrap launches FDS

LAURA MILLAN  |  WEDNESDAY, 12 JUN 2013
Macquarie Wrap has launched a fee disclosure statement (FDS) functionality ahead of the start of the Future of Financial Advice (FoFA) reforms. The new functionality allows advisers to customise their statement to align with the services they provide ...

Austock Life appoints national sales manager

LAURA MILLAN  |  FRIDAY, 7 JUN 2013
... financial advisers the significant strategy-based planning benefits of using our Imputation Bond master insurance bond platform and the ChildBuilder Bond," Austock Life managing director Ross Higgins said. Record inflows into these products over recent ...

Credit Suisse launches SIV portfolios

MARK SMITH  |  FRIDAY, 7 JUN 2013
... desk. "These portfolios provide access to cash flow flexibility via margin and property loans through the Credit Suisse platform, capable of holding all tradable currencies including the Renminbi, Hong Kong dollar, U.S. dollar and gold," Tan said. According ...

Free service may help advisers bypass FoFA costs

JAMES FERNYHOUGH  |  THURSDAY, 6 JUN 2013
Curve Securities' new service, 'TD Gateway', will enable financial advisers to bypass many of the costs associated with the Future of Financial Advice (FoFA) reforms, according to Curve managing director Andrew Murray. The free-of-charge service will ...

UBS Platform appoints head of Strategy and Distribution

LAURA MILLAN  |  WEDNESDAY, 5 JUN 2013
UBS has appointed a new head of Strategy and Distribution of its Platform Solution Group as part of its strategy to develop its superannuation fund offering. Former AustralianSuper product manager of Investments Paul Souter will be the new head of Strategy ...

Employers divided on internal social media effectiveness

ALICE URIBE  |  WEDNESDAY, 5 JUN 2013
While more than 50% of employers are using social media to communicate and build community with their employees, there is little consensus as to which tools are most effective. According to a flash survey by global professional services company Towers ...

Dimensional appoints Citi as its custodian

MARK SMITH  |  MONDAY, 3 JUN 2013
... "By appointing Citi, Dimensional is taking advantage of our comprehensive middle and back office services and global platform." Dimensional said its clients would benefit from the change through enhanced fund accounting services, increased automation ...

CleverSuper launches SMSF platform

LAURA MILLAN  |  MONDAY, 3 JUN 2013
Platform provider CleverSuper is attempting to bring advisers and self-managed superannuation funds (SMSF) closer together with the launch of a new administration platform. The service is available for a monthly fee and it provides advisers and trustees ...