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Showing 561 - 570 of 2601 results for "Platforms"

ClearView welcomes chief of staff

CASSANDRA BALDINI  |  MONDAY, 18 SEP 2023
... change and transformation, and senior portfolio and enterprise operations manager. Leong also held roles within the platforms and investments businesses at BT Financial Group. "Sharon is a respected financial services leader with extensive experience ...

BNP Paribas reappointed as custodian for wealth platform

ANDREW MCKEAN  |  FRIDAY, 15 SEP 2023
... and Pension joined in March. The transfers were part of Aracon's strategy to enhance member outcomes by moving to platforms with greater growth and distribution capabilities.

Advisers seek safe haven in fixed interest: AMP

KARREN VERGARA  |  FRIDAY, 15 SEP 2023
... we get from advisers on the financial solutions that give them and their clients most value," AMP group executive for platforms Edwina Maloney said. "This expansion of North's investment menu aligns with our vision for providing a broader spectrum ...

A roadmap for transitioning to managed accounts

ANDREW MCKEAN  |  THURSDAY, 14 SEP 2023
... underscores that advisers need to be fluent in the managed account technology, as most are integrated into investment platforms. Understanding the role of the investment committee is also vital, so advisers can effectively communicate the advantages ...

AI to revolutionise investment industry: Research

CASSANDRA BALDINI  |  WEDNESDAY, 13 SEP 2023
... indexing, values-based investment portfolios, and other innovations will continue to grow in popularity as technology platforms create more customised solutions for investors," it said. In general, the survey concluded that respondents predominantly ...

Causeway PM, H&G form joint venture

CASSANDRA BALDINI  |  MONDAY, 11 SEP 2023
... wholesale, and institutional investors. These investors include, super funds, foundations, family offices, wealth managers, platforms and high-net-worths. Causeway confirmed it's currently seeking to broaden its coverage of wholesale investor groups ...

Spark adopts two fintechs

KARREN VERGARA  |  FRIDAY, 8 SEP 2023
... Lloyds Bank and St. James's Place. Spark Financial Group chief executive Arthur Kallos said the partnership with Oko Platforms will be key to the dealer fulfilling the sustainability pillar of the profit-for-purpose model. "There's an increasing ...

Insignia Financial promotes two key staffers

ELIZABETH FRY  |  MONDAY, 4 SEP 2023
... platform solutions, where he worked with advisers and the distribution team as the specialist for managed accounts and platforms at IOOF. Before his four years with Insignia, Rockliff was an investment specialist and business development manager at NAB ...

Ironbark launches global infrastructure fund

CHLOE WALKER  |  MONDAY, 4 SEP 2023
... the portfolio, he added. Fiera Infrastructure president Alina Osorio said the portfolio of 11 essential infrastructure platforms provides Fiera Infrastructure with significant capital deployment opportunities to further drive value and growth through ...

Government must do more after product failures: FSC, SCA

JAMIE WILLIAMSON, RACHEL ALEMBAKIS  |  FRIDAY, 1 SEP 2023
... they've been assessed, Insignia Financial head of superannuation Mark Oliver said the "application of the test to Wrap Platforms is more complex given members have tailored, rather than standardised, portfolios." "In addition, a majority of Wrap options ...