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Showing 5941 - 5950 of 7019 results for "Platform"

Shadforth eyes direct shares

MICHAEL HOBBS  |  FRIDAY, 27 NOV 2009
... provide different levels of advice to a wider range of clients. The financial advisory network uses BT Financial's Wrap platform for the majority of its managed fund and investment needs but Tony Fenning, chief executive at Shadforth, said the firm decided ...

Improving admin could stop fraudsters: SPAA

MICHAEL HOBBS  |  THURSDAY, 26 NOV 2009
... like the Australian Federal Police where superannuation fraud information can be collated and dealt with on a single platform. Using tax file numbers as a compulsory verification code and including a bank verification process when opening an ABN would ...

Africa's PIC appoints Charles River

COMPANY RELEASE  |  THURSDAY, 26 NOV 2009
... PIC users are now able to access automated decision support and streamlined trade order management on a consolidated platform. PIC has become one of the largest fixed income and money market investment managers in Africa, with approximately more than ...

The downside of Ripoll

MICHELLE BALTAZAR  |  TUESDAY, 24 NOV 2009
... client's need for "high capital gains and high returns" and if the planning firm can justify using its own share trading platform and expensive products to fulfill that duty, it can do so. The solution, said Peters, is to impose statutory fiduciary duties ...

Zurich ramps up investment business

MICHAEL HOBBS  |  TUESDAY, 24 NOV 2009
Zurich Financial Services Australia has promoted Matthew Drennan to general manager of investments as part of a strategy to expand its investments division. Drennan, previously director of investments at the firm, will report to David Smith, chief executive ...

Faith in fee for service

MICHAEL HOBBS  |  FRIDAY, 20 NOV 2009
... "The clients were not fussed at all. In fact, they were relieved that we were not having any bias towards a particular platform or product," she said. "But when the adviser started 'ummming' and 'arrring' about how they were going to be paid by the client ...

Pengana Asian Equities goes retail

COMPANY RELEASE  |  THURSDAY, 19 NOV 2009
Diversified funds manager Pengana Capital has opened its Asian Equities Long Short Fund to the retail market. The fund was previously only accessible to wholesale investors. The fund offers investors the opportunity to participate in the growth potential ...

Perpetual appoints Class Super

COMPANY RELEASE  |  WEDNESDAY, 18 NOV 2009
Perpetual has selected Class Financial Systems' self managed super fund platform, Class Super, as its preferred platform for SMSF administration. Matt Pancino, group executive of operations for Perpetual said, "the Class Super platform was subject to ...

Solaris wins CFS mandate

RUTH LIEW  |  TUESDAY, 17 NOV 2009
Solaris Investment Management has been awarded a mandate by Colonial First State's (CFS) FirstChoice Boutique Australian Share Fund. The mandate takes Solaris's funds under management to $3.4 billion since inception in January 2008. Denis Donohue, managing ...

MLC reviews MasterKey

MICHAEL HOBBS  |  MONDAY, 16 NOV 2009
Financial planners may be able to access more fund managers and investment products on the MLC MasterKey platform following a review. Brent Howells, head of product, MasterKey at MLC, said the firm is reviewing the investment options on the platform ...