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Showing 41 - 50 of 88 results for "Wealth platform"

Lonsec to sell 37% stake to Generation

KANIKA SOOD  |  THURSDAY, 17 SEP 2020
ASX-listed Generation Development Group is set to pay about $20.1 million to buy a 37% strategic stake in investment research and ratings house Lonsec Holdings Pty Ltd. Generation will raise up to $35 million via an institutional placement and accelerated ...

Wealth platform appoints technology lead

ALLY SELBY  |  WEDNESDAY, 27 MAY 2020
A specialist wealth management platform has appointed a chief technology officer, bringing over 20 years' experience in technology roles to the software provider. WealthO2 has appointed Matthew Done as its chief technology officer, set to report directly ...

Westpac to review business units

JAMIE WILLIAMSON  |  MONDAY, 4 MAY 2020
Westpac has determined several of its business units lack sufficient scale, including superannuation and investments, and is set to launch a review aimed at simplifying the group. Announcing results today, Westpac said it is establishing a new specialist ...

AMP bleeds $18 billion

HARRISON WORLEY  |  THURSDAY, 23 APR 2020
... in cash flowed into its wealth arm than this time last year, which it said was largely thanks to its flagship wealth platform, North, which took on $400 million in funds from external financial advisers. AMP Capital saw its average assets under management ...

SS&C secures platform mandate

HARRISON WORLEY  |  MONDAY, 6 APR 2020
... management platform of a local third-party investment administrator. Xplore Wealth has selected SS&C's global wealth platform (GWP) to underpin the entirety of the firm's operations. The firm is aiming to run its operations on a single platform, and ...

Northern Trust climbs custody league tables

HARRISON WORLEY  |  WEDNESDAY, 4 MAR 2020
Northern Trust has rocketed up the asset servicing performance tables, after adding almost 30% to its assets under custody in the second half of 2019. The Australian Custodial Services Association's latest asset servicing industry statistics show Northern ...

Xplore Wealth outlines 2020 plans

ALLY SELBY  |  FRIDAY, 21 FEB 2020
... upgraded capability and enhanced customer offering, we plan to sustainably grow our business in 2020 and beyond." The wealth platform saw a 20.9% increase in revenue in the half year to $11.3 million, which Xplore said it owed to the platform's latest ...

AMP dealer group head departs

ELIZABETH MCARTHUR  |  TUESDAY, 12 NOV 2019
The managing director of an AMP-aligned dealer group is exiting the business to take on a new role. Hillross Financial Services managing director Dean Thomas will take on the role of chief advice officer at Mortgage Choice. His appointment follows the ...

MAX awards recognise industry excellence

HARRISON WORLEY  |  FRIDAY, 14 JUN 2019
... in marketing, including stints at Telstra and HSBC. There was more to come for BTFG though, with its flagship wealth platform BT Panorama scoring Fintech Platform of the Year while the group took out the coveted Financial Literacy Campaign of the Year. ...

KPMG partner moves to GROW Super

KARREN VERGARA  |  MONDAY, 8 APR 2019
A former KPMG partner and superannuation expert is joining GROW Super as head of strategy in May. Adam Gee will lead GROW's development strategy here and overseas, as well as implement the TINA platform, GROW's blockchain-enabled technology for superannuation ...