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Showing 5121 - 5130 of 7014 results for "Platform"

CFS FirstWrap enhances corporate actions feature

MARK SMITH  |  THURSDAY, 4 APR 2013
Colonial First State (CFS) will be adding new functionality features to its FirstWrap platform in May. The corporate actions capability will be enhanced to allow advisers to automatically handle how their clients respond to announcements such as rights ...

Perpetual completes wrap platform overhaul

MARK SMITH  |  TUESDAY, 2 APR 2013
Perpetual has announced today that the overhaul of its portfolio wrap platform is now complete with group executive Mark Smith saying he expects substantial adviser growth over the next decade. The announcement comes 18 months after the asset manager ...

Paradice debuts fund for retail investors

LAURA MILLAN  |  TUESDAY, 2 APR 2013
Paradice Investment Management has launched its first fund for retail investors, which will be offered through Westpac's advice and IFA channels and available through the BT and Asgard Wrap platforms. The Paradice Global Small Mid Cap Fund has appointed ...

MDA guidance review will bring coherence and consistency

LAURA MILLAN  |  THURSDAY, 28 MAR 2013
... Nicol Reid CEO Harley Dalton said. Dalton Nicol Reid is a provider of MDA and is included on most Self Managed Accounts platform. The company's Australian Equity High Conviction portfolio has recently received its first Lonsec rating. Industry players ...

Admin costs rise four-fold off-platform: research

ALICE URIBE  |  THURSDAY, 28 MAR 2013
Advisers who choose to go off-platform when handling client investments could be hit with higher admin costs, in one case four times more compared with staying on-platform, research found. The report undertaken by Praxis Partners and commissioned by ...

Five Oceans CIO steps down

MARK SMITH  |  THURSDAY, 28 MAR 2013
... the business over the last eight years. "As co-founder, Chris was pivotal in establishing our business and investment platform using his skills as an acknowledged expert in the technology sector and thought leadership regarding macro trends. We wish ...

CFSGAM appoints CIO, infra analyst

LAURA MILLAN  |  WEDNESDAY, 27 MAR 2013
... class globally. It also follows the team's inclusion on Russell Investments' Global Listed Infrastructure multi-manager platform, which secured mandates of more than US$600 million across the United States, Canada and locally. The fund has delivered ...

Social networks boost demand for financial advice

LAURA MILLAN  |  WEDNESDAY, 27 MAR 2013
... figures in February last year. The FPA credits the uptake to the launch of the 'Ask an Expert' initiative, which includes a platform for consumers to ask questions to qualified financial planners through the website or on Twitter using the hashtag 'AskanExpert'. ...

IRESS launches XPLANtouch app

LAURA MILLAN  |  TUESDAY, 26 MAR 2013
... that allows advisers to access client data and portfolios in real time. XPLANtouch is an extension of the XPLAN advice platform and is available on all tablets including iPad, Android and Microsoft. The tablet application is available with the release ...

Asset allocation shifts as EM turns strategic: MFS

ALICE URIBE  |  MONDAY, 25 MAR 2013
Institutional investors are starting to look at the emerging market asset class more of a 'strategic' rather than an 'opportunistic' play, according to a visiting global portfolio manager. Thomas Melendez, Institutional Equity Portfolio Manager - MFS ...