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| | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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. |
| | | | ... 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 ... |
| | | | ... 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." |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 Legacy providers have been replaced by product style platforms who have lost their focus on the financial planner," Whelan said.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 ... |
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