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| | | ... remain dedicated to delivering simplicity, transparency, and value to advisers and investors through our managed account solutions." InvestSense celebrated the anniversary with an event in Sydney, paying tribute to its clients, fund managers, platform ... |
| | | | ... not commissioned by the organisation, according to Retrac director Travis Carter, who helps advisers with technology solutions. Carter told the Financial Advice Association Australia (FAAA) Congress on day two that advisers need "to be careful" with ... |
| | | | ... becoming a leading systems integration and platform managed services provider that delivers sustainable, value-driven solutions and cost-effective technology at scale, ensuring better outcomes for all," he said. "Our collaboration with CSC aligns perfectly ... |
| | | | ... investors and self-managed superannuation funds seeking convenient and efficient access to our income-focused investment solutions." Strategy portfolio manager Michael Price said he sees a substantial opportunity in the Australian listed market for active ... |
| | | | ... "With this transaction, CI has never been better positioned to fulfil our mission of delivering outstanding services and solutions to our clients," he said. CI Financial added that the transaction will materially benefit Canada, including through the ... |
| | | | Bravura Solutions has named two senior appointments to deliver growth opportunities across the global pensions, superannuation, wealth, and transfer agency markets. Aaron Knowles has been appointed the global head of product management and marketing. ... |
| | | | A Matrix Planning Solutions adviser is suspended from providing advice for the next three months after failing to supply Statements of Advice (SOAs) where required. Ian Reid, the principal adviser at Temora's A&B Financial Planning, was suspended for ... |
| | | | ... the retirement system. "The onus is also on the financial services industry to develop new and innovative retirement solutions which provide greater lifetime income certainty and make it easier to downsize or unlock equity from what is most Australians' ... |
| | | | ... industry insights will be instrumental in driving our business growth and continuing to deliver excellent income and growth solutions for our investors." "Nathan's expertise is expected to support Newmark's upcoming launch of an open-ended diversified ... |
| | | | ... performance drag," Northern Trust Asset Servicing head of business services Nadia Ivanova said. "Our advanced, digitized solutions can help clients achieve this objective - minimizing the value of assets that need to be tied up as collateral and managing ... |
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