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| | | The platform has appointed MLC's former group executive, platforms to the inaugural role of chief product officer and added a former Westpac executive to its board. Darren Stevens was in the role at MLC for less than 12 months and was responsible for ... |
| | | | Platforms have seen strong increases in funds under management over the year to March 2021, new research shows. Plan For Life's latest analysis of wraps, platforms and master trusts revealed the leading market players all saw a rise in FUM. BT took ... |
| | | | ... management. A separate study by AUSIEX reinforced the popularity of ETFs. Before COVID-19, one in five advisers trading via platforms invested in ETFs. This figure has now gone up to one in two using ETFs, as many looked to this vehicle to invest in ... |
| | | | ... of advisers in Australia now incorporating them as part of their investment strategies for clients," AMP director of platforms Edwina Maloney said. "They'll continue to grow in popularity because they embody the attributes which advisers most value in ... |
| | | | ... seamless as possible. Currently, moving between popular investment types usually requires access to multiple trading platforms and for investors to move money multiple times," Whitaker said. Prompting the update, SelfWealth said it recently surveyed ... |
| | | | ... important and busy time of year. We would like to thank them for their support during this period," BT managing director, platforms, investments and operations Kathy Vincent said. "We are excited about welcoming the 2000 advisers who have just migrated ... |
| | | | ... this time-critical piece of work, designing target market determination templates and data standards for super funds, platforms and wraps, life insurers and fund managers, to help financial services firms prepare for the DDO regime on October 5," FSC ... |
| | | | ... compliance. Christensen also ran the SuperConcepts YourSMSF administration business for two years. AMP Australia's director, platforms Edwina Maloney said Christensen was chosen after an extremely competitive selection process. "I appreciate that the ... |
| | | | ... (73%), Macquarie Wrap (73%). "The challenging business conditions brought by the pandemic has undoubtedly put pressure on platforms to maintain high service levels to advisers and their clients," Investment Trends senior analyst Bailey Hao said. Despite ... |
| | | | ... will join the board of the trustee. Prior to CFS, where she has been for three years, Power worked at BT as its head of platforms. "Kelly has shown outstanding capability and capacity to lead in the four years she has been with the business. I have been ... |
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