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Showing 5391 - 5400 of 7014 results for "Platform"

Acquisitions and cost savings key for SFG

MELANIE TIMBRELL  |  TUESDAY, 28 FEB 2012
... months including advice business Western Pacific Cleveland Practice, revenue rights to the Symetry Portfolio Service Platform and the Melbourne-based wealth management firm Jeena. Funds under management were up 6% on pcp to $4.0bn, bolstered by inflows ...

JP Morgan offers mobile access

ELISE BURGESS  |  TUESDAY, 28 FEB 2012
JP Morgan Treasury Services launched its ACCESS Mobile banking platform today which allows cash management by Australian and New Zealand corporate and institutional investors through their smartphones and tablets. Investors will be able to view balance ...

Aviva DSMA stays strong after nabInvest acquisition

MELANIE TIMBRELL  |  MONDAY, 27 FEB 2012
... lowest-cost overall SMA offering in the domestic market, partly due to the removal of a cost layer in the form of a third-party platform with direct feeds into commonly used financial planning software, such as XPLAN, VisiPlan and COIN Office.

New appointments at Aon Hewitt Wealth Management

MELANIE TIMBRELL  |  MONDAY, 27 FEB 2012
... great team and position us well for the future," he said. Petinsky was formerly head of product management for the ASGARD platform and has additionally worked across distribution, customer service, project management, people management and marketing ...

Platforms hoard cash amid FOFA uncertainty

MELANIE TIMBRELL  |  THURSDAY, 23 FEB 2012
... planners said they expected platforms to help them get clients to opt-in and 46% expect help with administering opt-ins. The platform report released today, covering 26 leading master trusts and wrap platforms, points to this as a motivating factor in ...

AFS launches mobile platform for advisers

MELANIE TIMBRELL  |  THURSDAY, 23 FEB 2012
Independent dealer group Australian Financial Services has launched a mobile platform designed to work on a B2B and B2C level. Working globally on smartphones and tablets, the two components of the platform are 'Mi AFS,' the B2B version to connect advisers ...

IOOF "resilient" results boosts FUA

ELISE BURGESS  |  WEDNESDAY, 22 FEB 2012
IOOF Holdings has recorded $46.1 million statutory profit for the six months to Dec 31, a period when its adviser base expanded by 270 and added $6.8 billion to its funds under advice, in results the group called resilient. For the six months to Dec ...

Perpetual completes retail distribution restructure

CLAIRE MCGREAL  |  WEDNESDAY, 22 FEB 2012
Former NAB/MLC Wealth head of national accounts and research Matt Thompson will join Perpetual next month as general manager strategic accounts. The move is part of a shake-up of Perpetual's retail distribution set-up announced in December, which sees ...

HUB24 increases FUM by half a billion dollars

CLAIRE MCGREAL  |  FRIDAY, 17 FEB 2012
Investment and super platform HUB24 has secured four new clients, bringing in over half a billion dollars in funds under management for the Investorfirst owned subsidiary. Advisers at DFS Solutions, Equiti Private Wealth, Oxbrey Financial Group and ...

Managed funds have a place in SMSFs: Select

MELANIE TIMBRELL  |  FRIDAY, 17 FEB 2012
Managed funds have been losing ground to low-cost options, said one asset manager, leaving the sector with the difficult task of convincing investors looking for absolute return, that funds are a good idea. Speaking at the Self Managed Super Fund Professionals' ...