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Showing 741 - 750 of 2503 results for "platforms"

FirstChoice dominates platform market

KARREN VERGARA  |  THURSDAY, 29 APR 2021
... and the nation's capital, Perpetual WealthFocus (6.3%) and Macquarie Wrap (6.2%) are second and third most popular platforms, respectively. In Victoria, AMP Flexible Lifetime and Asgard are frequently used after FirstChoice with a 9.5% and 7.6% market ...

Advisers laud Xplan software

KARREN VERGARA  |  WEDNESDAY, 28 APR 2021
... Investment Trends ranked advice tech providers across four main areas: strategic advice, financial advice, advice on platforms and advice with products. The inaugural report also revealed foreign firms gaining dominance over the Australian advice tech ...

CountPlus member firm to make acquisition

ANNABELLE DICKSON  |  TUESDAY, 27 APR 2021
... theirs," Moustacas said. IOOF announced its plans in August to acquire 100% of MLC Wealth comprising its financial advice, platforms, and asset management business for $1.44 billion.

How managers win ESG mandates

ELIZABETH MCARTHUR  |  TUESDAY, 27 APR 2021
... added that the firm's research indicates ESG will only grow as a component of the investing landscape. "Licensees, platforms and product issuers who ignore it do so at their peril," she said. "Our new research shows that not only are investors living ...

Adviser numbers at five-year low

KARREN VERGARA  |  FRIDAY, 23 APR 2021
... continue to experience the largest fall in adviser numbers. The report also found that bank and institutionally aligned platforms are highly favoured among advisers. Colonial FirstChoice tops the chart, housing 10,072 advisers with an 11% market share. ...

Centuria to merge with Primewest

ANNABELLE DICKSON  |  MONDAY, 19 APR 2021
... Primewest's employees. "The merger represents an exciting opportunity to combine two highly complementary real estate platforms that share similar philosophies and strong track records," Centuria joint chief executive John McBain said. "Joint chief executive ...

Managed accounts prop up platforms

ANNABELLE DICKSON  |  FRIDAY, 16 APR 2021
The growth of managed accounts is the only segment of the platform market that has developed and without them platforms would be going backwards, new research shows. Rainmaker Information's latest Wholesale Advantage Report for the December 2020 quarter ...

Fidelity Investments to hire 1000 advisers

KARREN VERGARA  |  TUESDAY, 13 APR 2021
... technology experts is in response to a nearly 60% year-over-year increase in digital interactions on retail mobile and web platforms. The new roles will design, build and drive digital solutions for individual investors. In 2020, Fidelity hired 7200 ...

ARK Innovation ETF cops neutral rating

KARREN VERGARA  |  TUESDAY, 13 APR 2021
... and undesirably correlated to one another," Greengold said. "There is potential for diversification across innovation platforms-but the firm's self-categorization of its investable universe does not by itself imply a rigorous understanding of which ...

Elston grows distribution team

ANNABELLE DICKSON  |  WEDNESDAY, 7 APR 2021
... Smith said. "We're now working with over 200 advisers nationally. Our models are available on six of the leading wrap platforms. And we have just surpassed $3 billion FUM." The appointments come after Elston made two appointments to its investment team ...