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Showing 41 - 50 of 175 results for "Cash management"

Advisers too time-poor for cash management

HARRISON WORLEY  |  THURSDAY, 12 MAR 2020
... research shows financial advisers are struggling to make time for important aspects of the advice process, including cash management. Macquarie's newly released Cash flow management opportunity report shows 93% of advisers recognise the value of cash ...

Macquarie wealth fees income down 14%

KANIKA SOOD  |  FRIDAY, 1 NOV 2019
... Macquarie said in company filings this morning. Macquarie's wealth management business includes platform, cash management services investment and superannuation products, financial advice, private banking and stockbroking. It sits within banking ...

ETFS Capital backs indexing startup

KANIKA SOOD  |  FRIDAY, 11 OCT 2019
... this vision is a marathon, not a sprint," Tuckwell said. ETFS Capital has previously also backed the London-based cash management fintech Treasury Spring, ETF analytics and data company ETFLogic and specialist ETF and index data/technology vendor ULTUMUS. ...

Northern Trust to clear high-value payments

KANIKA SOOD  |  WEDNESDAY, 25 SEP 2019
... and market advocacy. Poulter will be based in Melbourne. He reports to Northern Trust's head of international cash management Charlie Lebrun, who is based on Chicago. High-value payments are mainly for Australian dollar transactions. They are time critical ...

Smaller platforms continue to excel

HARRISON WORLEY  |  WEDNESDAY, 13 MAR 2019
... burden while lifting client engagement levels at the same time. Notable developments in 2018 ranged from improved cash management tools to client portal enhancements." Choi said the report also recognised the growing influence of managed accounts, noting ...

Banks, ASIC still at war over fees-for-no-service

HARRISON WORLEY  |  TUESDAY, 12 MAR 2019
... however Macquarie proposed using a proxy rate to reflect lost earnings, with either the higher of the Macquarie Cash Management Account rate or the RBA rate to be used. Similarly, ANZ said it would calculate interest to reflect lost earnings, but would ...

Super fund investment chief departs

KARREN VERGARA  |  WEDNESDAY, 6 MAR 2019
... was time to move onto new challenges. Tasplan outsources most of its investment capabilities. In-house, it has a cash management and commercial property team, as well as a Tasmanian-focussed commercial mortgage portfolio. Trish Donohue joined Tasplan ...

Macquarie shuffles wealth leadership

HARRISON WORLEY  |  MONDAY, 25 FEB 2019
... relationships with about 7000 financial advisers who use Macquarie wealth products, including its wrap platform, cash management accounts and managed accounts offerings. Garrett has been with Macquarie for 19 years, and previously worked at Merrill Lynch ...

Advice groups sign on to HUB24

KANIKA SOOD  |  WEDNESDAY, 9 JAN 2019
... ConnectHUB offering which will allow advisers to integrate multiple external data sources in real time, including cash management and annuities to enable a consolidated view of client wealth from the platform. It is expected to be rolled out to wider ...

Advice dealer group, fintech align

JAMIE WILLIAMSON  |  MONDAY, 7 JAN 2019
... Advisers licensed by Elders Financial Planning can now access Cashwerkz, a term deposit administration service and cash management platform. Advice clients can access current term deposit rates across a wide range of Australian banks and other authorised ...