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Showing 5591 - 5600 of 7019 results for "Platform"

BTIM FUM down despite overall growth

ELISE BURGESS  |  MONDAY, 2 MAY 2011
... blue chip BT brand, optimising our relationship with Westpac, and developing our boutique model in order to provide a platform for growth and diversity," said Gonzalez.

Investec to launch equity derivatives platform

ELISE BURGESS  |  THURSDAY, 21 APR 2011
Investec has announced plans to launch an equity derivatives platform in July as it expands its team with a spate of new appointments including David Jones-Prichard who will head up the platform. The specialist bank group has released plans to add equity ...

Sustainable strategy downgraded

ALISON BEVEGE  |  THURSDAY, 21 APR 2011
... June 30, 2010, the ratings house said. The products are offered by AMP, Life Plan and Perpetual through its Wealth Focus platform and possibly other wrap accounts. Morningstar cited potential staff turnover and un-tested team structure as risks for the ...

Macquarie arms advisers with online cash tool

MATT WOODINGTON  |  WEDNESDAY, 20 APR 2011
... management tool to help advisers track clients' balances and manage investments more efficiently. The idea behind the platform is to enable advisers, under clients' instructions, to ensure that sufficient cash is available to make payments while also ...

BNY Mellon upgrades asset servicing

MICHELLE BALTAZAR  |  TUESDAY, 19 APR 2011
BNY Mellon Asset Servicing has made a raft of upgrades to its platform since the start of the year, including more time-saving tools for broker dealers and institutional investors. This month BNY launched a system that allows broker dealers to consolidate ...

Planners train up for social media regulations

ELISE BURGESS  |  TUESDAY, 19 APR 2011
A new social media training program launched in the US has been designed to fill the gap for planners between social networking sites and platforms and the potential legal and cultural issue they present. The subscription-based app, 'Insight: Advisor ...

Advisers freed from duplicate work

ALISON BEVEGE  |  TUESDAY, 19 APR 2011
... after a technology improvement that sends information automatically from the widely-used XPLAN software to the dealership platform. The upgrade is a joint development between Colonial First State and software providers IRESS Wealth Management Solutions ...

Perpetual to debut global resources

MICHELLE BALTAZAR  |  FRIDAY, 15 APR 2011
... since 1986 and it's served us well through the good times and the bad." The fund is available on Perpetual's Wealth Focus platform and on Macquarie Wrap, and Bruce hopes it will be on a number of other platforms later this year. Lonsec and Zenith rate ...

Van Eyk recruits BDM for advisor role

MATT WOODINGTON  |  THURSDAY, 14 APR 2011
... the sector funds and the three diversified funds," said James. James previously spent 18 months as an investment and platform business development manager for OnePath. She held a similar role at National/MLC for four years and was also an adviser business ...

Asgard adds funds

ALISON BEVEGE  |  WEDNESDAY, 13 APR 2011
Platform provider Asgard has added 78 new funds to its universe this year, with financial advisers asking for more global and Australian equity options. Kelly Power, head of product at Asgard, said funds had to meet strict criteria on liquidity, ratings ...