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Showing 41 - 50 of 68 results for "Platform Service"

Former QIC exec appointed OneVue COO

JAMES FERNYHOUGH | FRIDAY, 7 NOV 2014

OneVue has appointed former QIC general manager of investment operations Richard Stevens as its new chief operating officer, as part of a wider executive restructure. Stevens will replace Lisa McCallum, who has moved into the newly created role of head ...

OneVue cuts deal with Spring FG

ALICE URIBE | FRIDAY, 10 OCT 2014

OneVue has formed the first of what it says will be several new private label partnerships aimed at expanding its SMSF footprint. The wholesale superannuation services provider has partnered with financial planning and wealth management firm Spring ...

Select chair to become OneVue deputy CEO

ALICE URIBE | THURSDAY, 28 AUG 2014

Select Group chairman Brendan Foley will become OneVue's deputy chief executive after the wealth management company agreed to acquire Select Asset Management and Select Investment Partners. The deal, which is expected to be completed tomorrow, will ...

OneVue shuffles reporting lines ahead of IPO

ALICE URIBE | WEDNESDAY, 19 MAR 2014

OneVue has appointed a new head of operations for platform services and re-jigged its reporting lines, as it looks towards its much-anticipated Easter IPO. Andrew Macciocca who is based in Melbourne, was appointed head of operations for fund services ...

Praemium strikes deal with RBS

JAMES FERNYHOUGH | TUESDAY, 10 DEC 2013

Praemium International Limited, a subsidiary of Australian company Praemium, has cut a deal with the Royal Bank of Scotland (RBS) to provide platform services to RBS International's ex-pat clientele based in the tax haven of Jersey. Under the deal ...

Platforms surpass pre-GFC levels

LAURA MILLAN | MONDAY, 1 JUL 2013

The platform market has broken funds under advice (FUA) records in the March quarter, after plunging during the global financial crisis (GFC). An uptick in investor confidence and an increase in adviser productivity could be behind the growth of the ...

CFS upgrades FirstChoice and FirstWrap platforms

MARK SMITH | TUESDAY, 7 MAY 2013

... clients and grow their businesses," Chun said. FirstChoice was ranked number one overall in the 2013 Wealth Insight Platform Service Level Survey, up from second in 2012.

netwealth naked wrap slashes fees to 35bp

LINDA HAUSKEN | THURSDAY, 19 JUL 2012

netwealth Investments has launched a next generation Wealth Accelerator naked wrap that slashes platform fees down to a low 35bps. The Wealth Accelerator wrap is the latest platform designed in response to the FOFA legislation and the push to fee transparency ...

UK to ban platform payments

ALEX DUNNIN | THURSDAY, 28 JUN 2012

... directly onto consumers. The proposals are contained in a discussion paper just released by the FSA, Payments to platform service providers and cash rebates from provider to consumers. The clumsy title hardly warns readers of the hard hitting recommendations ...

netwealth unbundles super

MELANIE TIMBRELL | TUESDAY, 1 MAY 2012

netwealth has become the latest provider to unbundle its super offer with the launch of a next generation product to tailor investment and insurance requirements to the desired fee level. Matt Heine, executive director at netwealth investments said ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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