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Showing 601 - 610 of 2502 results for "platforms"

Geoff Lloyd to chair DASH

JAMIE WILLIAMSON  |  WEDNESDAY, 11 MAY 2022
... board sees Geoff as the ideal person to lead DASH through its next phase of growth. He brings an extensive knowledge of platforms, corporate structuring and advice having led Asgard, AdvisorNetGain, BT Wrap, Perpetual and MLC." "He is also highly respected ...

Advice firms struggle to make most of socials

JAMIE WILLIAMSON  |  MONDAY, 9 MAY 2022
... who are early adopters and, in this case, may be using social media to obtain referrals more proactively," BT head of platforms distribution Chris Mather said. "Generally, we are hearing from an increasing number of advisers that establishing referral ...

Equity Trustees wins custody, trustee mandate

JAMIE WILLIAMSON  |  TUESDAY, 3 MAY 2022
... manager, corporate trustee services Russell Beasley is delighted with the mandate win. "We're servicing a growing number of platforms geared towards more sustainable outcomes which benefit the broader community," he said. "Equity Trustees' years of experience ...

OC Funds Management snares senior investment analyst

ANDREW MCKEAN  |  TUESDAY, 3 MAY 2022
... the OC Micro-Cap Fund. These funds are distributed by Copia Investment Partners and are available on most Australian platforms. Moreover, all three funds are rated 'highly recommended' by ratings house Lonsec.

AMP launches North app

CHLOE WALKER  |  MONDAY, 2 MAY 2022
... clients stay connected with their investments and facilitates stronger engagement with their adviser," AMP director of platforms Edwina Maloney said. "Building this core functionality into the client app will simplify the administrative process for advisers ...

Australian Ethical hands down tech mandate

JAMIE WILLIAMSON  |  FRIDAY, 29 APR 2022
... the time of the rebrand, Whelan said: "At DASH, we see ourselves as a technology partner, rather than a product which platforms have now morphed into."

CBA dismisses rumours of crypto tie-up

CHLOE WALKER  |  WEDNESDAY, 20 APR 2022
... to be a report from the Australian Broadcasting Corporation (ABC) news website, had been circulating on social media platforms like Facebook. It alleges that the bank has partnered with a cryptocurrency trading platform to encourage people to invest ...

Legalsuper invests in innovation

JAMIE WILLIAMSON  |  TUESDAY, 12 APR 2022
... opportunities which were not on the radar only five years ago in digital infrastructure, healthcare property and agri-tech platforms, for example. "These emerging opportunities can be small with limited ability to invest at scale, however our scale means ...

North ESG AUM boasts rapid growth

CHLOE WALKER  |  MONDAY, 11 APR 2022
... investments which take into account ESG factors and allow for the alignment of investing with values," AMP director of platforms Edwina Maloney said. "It's why the North team is committed to providing advisers and clients with access to an expanding ...

WealthO2 rolls out rebrand

JAMIE WILLIAMSON  |  MONDAY, 4 APR 2022
... banks from the platform space has left a hole in the industry. Legacy providers have been replaced by product style platforms who have lost their focus on the financial planner," Whelan said. "At DASH, we see ourselves as a technology partner, rather ...