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Showing 5311 - 5320 of 7014 results for "Platform"

Fitzpatricks Private Wealth builds advice profile

MELANIE TIMBRELL  |  THURSDAY, 28 JUN 2012
... Cuffe, non-executive director at Fitzpatricks said wealth management has evolved from being investment centric and then platform centric to a better understanding around the true nature of advice. "I think people with a bit of money in their pocket often ...

SFG renews platform agreements

MELANIE TIMBRELL  |  THURSDAY, 28 JUN 2012
... entity of Snowball Group and Shadforth Financial has renewed its agreements with BT Wrap and CFS Custom Solutions' Symetry platform. Shadforth has been using the BT Wrap for 13 years, with Snowball using Asgard for the same amount of time. The merged ...

UK to ban platform payments

ALEX DUNNIN  |  THURSDAY, 28 JUN 2012
... costs directly onto consumers. The proposals are contained in a discussion paper just released by the FSA, Payments to platform service providers and cash rebates from provider to consumers. The clumsy title hardly warns readers of the hard hitting recommendations ...

HSBC launches online trading platform

LINDA HAUSKEN  |  MONDAY, 25 JUN 2012
HSBC has partnered with Bell Direct to launch an online sharing trading platform. HSBC Online Share Trading will provide a range of wealth management solutions from non-advisory products and services and include financial planning and wealth protection. ...

YBR hires EX-AFS chief

BEN COLLINS  |  MONDAY, 25 JUN 2012
... is in line with plans to expand its financial advice capabilities, and that it planned to "utilise its national brand platform and its reputation as an independent provider of advice by offering Financial Planning professionals an alternative to institutionally ...

CFS upgrades its FirstWrap Platform

LINDA HAUSKEN  |  FRIDAY, 22 JUN 2012
Colonial First State has made enhancements to its FirstWrap platform in response to adviser requests for improved technological efficiencies. FirstWrap is a leading online platform used by advisers who want access to wide ranging technologically oriented ...

FOFA passes as industry backs professionalism

MELANIE TIMBRELL  |  THURSDAY, 21 JUN 2012
... members in implementation, although president Brad Fox said finalisation of regulation on grandfathering of payments by platform operators and regulatory guidance on codes of conduct should have been delivered earlier for better certainty. "What we had ...

Asset allocation more important than clever products

LINDA HAUSKEN  |  WEDNESDAY, 20 JUN 2012
... allocation strategies than complex new products, reveals a survey of its advisers by independent superannuation and investment platform provider Wealthtrac. The survey conducted last month found that almost 85% of their advisers had made changes to their ...

Guardian Advice adds BT Life to insurer panel

BEN COLLINS  |  WEDNESDAY, 20 JUN 2012
... the Guardian Advice panel. "We have been working with their distribution team for a number of years through the Asgard platform, we knew the people we were dealing with on a network side, and they had some capabilities to deliver on the life side," he ...

Cost pressures spark Vanguard fee cuts

MELANIE TIMBRELL  |  TUESDAY, 19 JUN 2012
... "The transparency around the FOFA piece is obviously going to put pressure on the planner fees, but also up into the platform, master trust space and of course into asset management," he said when commenting on fee structures and the increasing popularity ...