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Showing 51 - 60 of 87 results for "Wealth platform"

Challenger expands distribution reach

KARREN VERGARA  |  WEDNESDAY, 24 OCT 2018
Challenger is ramping up its distribution capabilities by launching its annuities on a fifth platform. Challenger fixed-term and lifetime annuities will launch on the netwealth platform. It follows an announcement in August that saw products made available ...

Robo-advice not dead: GlobalData

HARRISON WORLEY  |  MONDAY, 3 SEP 2018
... and prices, that are genuinely competitive with those offered by startups." UBS confirmed last week its digital wealth platform - which assessed client's financial situation and risk profile before recommending a relevant investment option - is now closed ...

UBS shutters UK robo platform

KARREN VERGARA  |  THURSDAY, 30 AUG 2018
... shuttered its robo-advice offering in the UK after less than two years since its launch. UBS SmartWealth, a digital wealth platform that assesses clients' financial situation and risk profile to recommend a relevant investment option, has closed to new ...

Absolute returns core to building wealth: ARCO chair

KANIKA SOOD  |  FRIDAY, 29 JUN 2018
Investors aiming to build wealth should ignore market performance indices for at least a portion of their portfolio, according to ARCO chairman Bruce Loveday. "If you want to build wealth reliably over time, I would say that any alternative to having ...

Macquarie partners with wealth fintech

ALEX BURKE  |  TUESDAY, 8 MAY 2018
... former Xero Australia managing director. As a result of the integration with myprosperity, users of the personal wealth platform will now have real-time access to Macquarie's investment and cash management accounts. Myprosperity said doing this will ...

Netwealth partners for engagement

JAMIE WILLIAMSON  |  FRIDAY, 9 MAR 2018
Netwealth is partnering with a cloud-based wealth platform to assist financial advisers in improving client engagement. Advisers using the myprosperity portal can now view Netwealth client account investment and portfolio data on the platform and receive ...

Private wealth platform appoints ASX-listed corporate adviser

ALEX BURKE  |  TUESDAY, 6 MAR 2018
A blockchain-based private wealth platform that created China's first robo-advice solution appointed an ASX-listed corporate advisory firm for its initial coin offering (ICO). Bankorus, which now advises more than 200,000 high-net-worth investors representing ...

Myprosperity partners with $6.2bn platform

KARREN VERGARA  |  TUESDAY, 14 NOV 2017
... powered by live data feeds, advisers can grow their digital brand and increase their revenues," he said. The private wealth platform has more than 17,000 end users and partners with 400 advisers; it tracks more than $17.5 billion in assets and $3 billion ...

Platform provider grows SMA menu

JAMIE WILLIAMSON  |  WEDNESDAY, 5 JUL 2017
A platform provider has added two new managers to its separately managed accounts menu, offering advisers and their clients access to a greater range of retail managed accounts. The Netwealth menu now includes SMA portfolios from Elston Asset Management ...

Vale John O'Connell

EMMA RAPAPORT  |  THURSDAY, 15 JUN 2017
... providing investment advice to more Australians, we will be integrating our automated advice offering into our leading wealth platform so advisers can incorporate robo-advice into their value proposition for clients." Interested parties have been advised ...