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Showing 5931 - 5940 of 7019 results for "Platform"

Shadforth signs direct shares deal

MICHAEL HOBBS  |  THURSDAY, 10 DEC 2009
... announcement came after Tony Fenning, chief executive at Shadforths, said last month that the group uses BT Financial's Wrap platform for the majority of its managed fund and investment needs but wanted an external provider for the direct shares capa ...

Macquarie Wrap notches up 10 years

COMPANY RELEASE  |  THURSDAY, 10 DEC 2009
... of staff and a number of managed funds and has grown to over 73,000 active accounts and 650 funds after 10 years. The platform has more than 240 dedicated staff that attend to roughly 40,000 incoming and outgoing calls from advisers and clients each ...

OneVue becomes independent

RUTH LIEW  |  THURSDAY, 3 DEC 2009
... clearing up the firm's shareholder register, following its 50 per cent acquisition of Hong Kong-based wealth management platform provider, WealthCraft, and now its breakaway from DPGL. Tech firm OneVue offers separately managed accounts, investment administration ...

BlackRock BGI merger completed

COMPANY RELEASE  |  WEDNESDAY, 2 DEC 2009
... BlackRock announced in June that it had signed a purchase agreement to buy Barclays Global Investors including its ETF platform, iShares, to create a $3.3 trillion (US$2.7 trillion) asset management giant. A combined BlackRock and BGI changes the course ...

Ripoll rules but confusion reigns

ALEX DUNNIN  |  WEDNESDAY, 2 DEC 2009
While the Ripoll Report is a useful platform for improving Australia's advice industry, it raises more questions than answers and until some of these are defined by the government it will be difficult for wealth managers to properly interpret the report ...

BT adds 33 new funds to Wrap Essentials

COMPANY RELEASE  |  TUESDAY, 1 DEC 2009
Solaris, Integrity and Lazard are some of the new fund managers on BT's Wrap Essentials platform. BT has added 33 new funds to its Wrap Essentials platform, including funds from Ausbil, Solaris, Integrity, Macquarie and Advance. BT Wrap Essentials is ...

Perpetual names super and investment exec

COMPANY RELEASE  |  TUESDAY, 1 DEC 2009
... Miller will be responsible for the group's business with dealer groups and financial planners that use its investment platform, smartsuper fund administration business and structured products.

IOOF eyes more cost cutting

MICHAEL HOBBS  |  MONDAY, 30 NOV 2009
Chris Kelaher, managing director at IOOF Holdings, has flagged cutting the number of products and services, including investment platforms, the business provides to financial planners. In his first operational address since being appointed managing ...

Mariner veteran sets up A3L

RUTH LIEW  |  FRIDAY, 27 NOV 2009
... managing director Bill Ireland two years ago to set up Mariner Third-age Retirement Living. He left Mariner following platform issues with the business, and bought the retirement living business from his previous firm. A3L is now a separate entity to ...

EQT reopens small companies fund

COMPANY RELEASE  |  FRIDAY, 27 NOV 2009
Equity Trustees and SG Hiscock have reopened their EQT SGH Wholesale Small Companies Fund after a hiatus. Equity Trustees is the Responsible Entity of the fund, while SG Hiscock is the investment manager. The move follows increasing interest from existing ...