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| | | ... platform." Sonata is an integrated platform that supports superannuation, pensions, KiwiSaver, life insurance, trust and wrap products, and includes web services and workflow capability. |
| | | | A Synchron financial planning practice has stopped using wrap platforms and has partnered with a managed discretionary account provider for its investment transactions. MEDIQ Financial Services will transition the majority of its clients to the managedaccounts.com.au ... |
| | | | In a case that is expected to send shock waves through the US workplace superannuation market, the US Supreme Court has agreed that 401(k) sponsors have a fiduciary obligation to not just monitor their funds but remove underperforming or excessively ... |
| | | | The Australian market looks set for a flat open after a sluggish lead from Wall Street. At 0656 AEST on Wednesday, the June share price index futures contract was up three points at 5,623. Locally on Wednesday, Reserve Bank deputy governor Philip Lowe ... |
| | | | ... platform. The platform, branded CAREportfolio, spans super, pension and investments, and provides a complete managed account and wrap offering for all its member firms. "The team at HUB24 have been very responsive and have worked extremely effectively ... |
| | | | The Australian market looks set to open higher, following gains on Wall Street. At 0649 AEST on Tuesday, the June share price index futures contract was up 22 points at 5,687. Locally on Tuesday, the Reserve Bank releases minutes of its May board meeting ... |
| | | | The big banks and BHP Billiton have dragged the share market lower. Investors are being cautious around high yield stocks including the big four banks, Telstra and supermarket owners Wesfarmers and Woolworths, Bell Direct equities analyst Julia Lee ... |
| | | | The Australian market looks set for a fairly flat open to the week after a weak lead from Wall Street on Friday. The June share price index futures contract was up two points at 5,749. On Friday, the S&P 500 in the US edged higher to a new record in ... |
| | | | The Australian share market has risen with the major miners leading gains despite another fall in iron ore prices. The market has recovered from Thursday's losses with investors shrugging off a dip in iron ore prices overnight, CommSec market analyst ... |
| | | | Morphic Asset Management's Global Opportunities Fund (MGOF) has been added to the Macquarie Wrap Super and Pension Platform. The MGOF was already available on the Macquarie Wrap Investment service, BT wrap and Netwealth, and the fund manager said it ... |
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