Search Results | Showing 6081 - 6090 of 7019 results for "Platform" |
| | | ... launch Separately Managed Accounts (SMA). Fechner, previously a national key account manager for the firm's Navigator platform, takes on the newly created role of distribution development manager, investment products. He will be responsible for providing ... |
| | | | ... managed accounts (SMA), managed funds, cash management trusts, term deposits and life insurance either using the AMP platform or a chosen alternative. Trustees that choose the AMP platform receive a discount on the product. "The modular nature of the ... |
| | | | BT Financial Group is providing a badged platform solution to Matrix Planning Solutions. The platform, MX Wrap, provides superannuation and investment products to Matrix Planning Solutions clients. Rick Di Christoforo, managing director at Matrix Planning ... |
| | | | Master trusts and wraps should be consolidated into a single government run platform to drive greater efficiencies and lowers costs. Wade Tubman, a director, and Annie Liao, a senior manager in the actuarial practice at PricewaterhouseCoopers, told ... |
| | | | ... cent during this month. The news follows RaboPlus adding nine BT Investment Management wholesale funds to the firm's platform in November last year. Besides the BT Wholesale-Imputation fund, the Asian Shares fund, Core Global Share fund, Ethical Share ... |
| | | | Boutique investments firm Wealth Within has launched its own proprietary Individually Managed Accounts (IMA) platform, following two and a half years of development. "Managed accounts have become a mainstream product in recent years but until now financial ... |
| | | | ... account those liquidity constraints." In other news last month, the firm announced a three year plan to revamp the BT Wrap platform which includes introducing bulk trading, improvements to same-day trading capability and new trading tools including watchlists ... |
| | | | ... firm in June 2007. The deal means Coin can roll-out the Olicc Technologies practice management software using the firm's platform or as a standalone product. For Olicc Technologies, it provides greater economies of scale that allows the firm to develop ... |
| | | | The Professional Associations Superannuation Fund (PASF) has appointed a new national sales manager. Mark Ashburn has joined the niche diversified wealth management and super fund group to reinforce the push behind RecruitmentSuper, Accountants Super ... |
| | | | ... Locally, Tim Bradbury, Barclays Global Investors Australia adviser services director, said the deal provides an excellent platform for the growth of iShares. "The continuity of the iShares business is a central tenet of this transaction. Not only does ... |
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