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Showing 5711 - 5720 of 7019 results for "Platform"

Snowball raises $18m through share placement

ELISE BURGESS  |  THURSDAY, 21 OCT 2010
... both new and existing investors. In late September, Snowball acquired revenue rights for the Symetry portfolio service platform from Colonial First State, building on its majority of funds under administration (FUA) in Symetry In August the company saw ...

AMP launches planning course

ELISE BURGESS  |  WEDNESDAY, 20 OCT 2010
AMP takes the driver's seat on education by launching a new Diploma of Financial Services course. Offered through AMP Horizons Academy from January 2011, the new qualification level will boost AMP's training capability while offering education for those ...

RewardSuper and Fin Synergy improve SMSF admin

RUTH LIEW  |  MONDAY, 18 OCT 2010
RewardSuper has struck a deal with Financial Synergy to integrate the Acurity platform and RSDataWeb - improving the online administration for over 2.5 million super members with $50 billion in funds. The new partnership could see advisers save up to ...

More platform inflows through SMSFs

RUTH LIEW  |  THURSDAY, 14 OCT 2010
... Research from Investment Trends shows more than 75 per cent of planners invest some portion of SMSF inflows through a platform - up from 65 per cent a year ago. Planners also estimate that 43 per cent of their clients' total SMSF assets were invested ...

OneVue on global path with managed accounts

ELISE BURGESS  |  THURSDAY, 14 OCT 2010
... available in the market, their so-called unified managed account (UMA) allows clients to integrate or manage under one platform their share portfolios, bonds, managed funds and non-investment products such as their home loan and insurance. "A UMA provides ...

Advice 'opt in' reforms to dictate platform choice

RUTH LIEW  |  WEDNESDAY, 13 OCT 2010
... yet-to-be-published report obtained by Financial Standard reveals that two in five planners will consider switching to a platform that can help them better administer the government's proposed 'opt in' reforms. Researcher Investment Trends will release ...

CommInsure boosts retail life offering

NEWS RELEASE  |  WEDNESDAY, 13 OCT 2010
CommInsure has unveiled a number of upgrades to its retail life insurance offering, including the ability for customers to use their super fund to pay for their insurance premiums. As part of a partnership between CommInsure and Colonial First State's ...

Key planners crucial when planning firms sell

RUTH LIEW  |  MONDAY, 11 OCT 2010
There are many ways to measure how much a financial planning practice or dealer group is worth when it is up for sale or eyeing a public float - high on this list is whether the key advisers are going to stay or not, industry experts say. Ian Jedlin ...

Antin raises $1.5bn

RUTH LIEW  |  THURSDAY, 7 OCT 2010
... Infrastructure Partners team by BNP Paribas, as evidenced by their a,-300m ($427 million) investment, provided a strong platform from which Antin Infrastructure Partners was able to build its reputation with investors." BNP Paribas Investment Partners ...

COIN buys remaining half stake in Outplan

ELISE BURGESS  |  TUESDAY, 5 OCT 2010
... solutions, using paraplanning services that operate regardless of adviser choice of financial planning software or investment platform. "The possibility of regulatory change has led financial practices to look for greater flexibility. Turbulent market ...