Search Results | Showing 51 - 60 of 122 results for "Wealth platform" |
| | | Tomorrow, GBST will launch its enhanced SaaS Composer wealth management administration platform and refreshed brand to support a new strategic direction. GBST's upgraded SaaS Composer platform offers organisations a consolidated view of their customers' ... |
| | | | Sequoia Financial Group is offloading 80% of Morrison Securities to a digital wealth platform for $40.5 million. The listed wealth group is divesting 80% of its equity interest in the stockbroker to New Quantum Holdings, leaving Sequoia's balance sheet ... |
| | | | Former financial adviser John Wertheimer has been convicted and sentenced for making unauthorised client transactions on the Netwealth platform. Specifically, Wertheimer was convicted on one count of providing a financial service on behalf of a person ... |
| | | | ... non-negotiable and I am looking forward to working closely across all facets of the business to further improve our wealth platform," Luong said. Meanwhile, Southern will drive the technology strategy and objectives, leading the infrastructure, development ... |
| | | | ... reported by Financial Standard, Edge is CFS's new wrap platform, which has been called the first major Australian wealth platform innovation in the last decade. Quirk said the new platform will sit at the heart of an advice tech stack, bringing together ... |
| | | | ... investment options. Meanwhile, as previously reported by Financial Standard, in November, CFS debuted a major wealth platform innovation CFS Edge, a wrap platform which will be tested over the Christmas period for launch in the new year. Quirk said CFS ... |
| | | | ... Colonial First State (CFS) has unveiled its new CFS Edge wrap platform, calling it the first major Australian wealth platform market innovation in the last decade. At a platform preview in Sydney last night, CFS chief executive, superannuation Kelly ... |
| | | | ... newly created role "recognises Praemium's opportunity to full capitalise on the current market dynamics within the wealth platform and non-custodial administration market segment." "With a comprehensive, fully integrated technology solution, Praemium ... |
| | | | ... because there is something there for everyone, but what we have always had as a goal is to establish a holistic wealth platform, giving investors tools they need to be successful with money." Other plans that Pearler will pursue with this funding include ... |
| | | | ... in private markets and hedge funds". Previously, Forcioli set up and grew the Asia operations of global digital wealth platform Moonfare. He also held various leadership roles at UBS, including leadership of the wealth management private markets distribution ... |
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