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Showing 751 - 760 of 2504 results for "platforms"

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 ...

Aussies to lose $100m to fraudsters

KARREN VERGARA  |  THURSDAY, 1 APR 2021
... avenues to mint money from victims. With the pandemic not yet fully contained, more people will still turn to digital platforms for managing finances," Finbold said. Other scams include online shopping ($7.4m), health and medical products ($3.9m), identity ...

Dimensional to use Calastone solution

KANIKA SOOD  |  TUESDAY, 30 MAR 2021
... Calastone's new Wrap Reporting service will provide fund managers adviser-directed fund flow data from different platforms. The firm said it actively worked with Dimensional Fund Advisors and other fund managers to create a reporting solution that ...

Pengana portfolio managers depart

KANIKA SOOD  |  THURSDAY, 25 MAR 2021
... opportunities," the two said in a joint statement. "Jordan and Steven thank Pengana, its staff, customers, and investor platforms for their support over the past five years and wish them well." Pengana said it will announce permanent arrangements for ...

Westpac merges consumer, business divisions

ELIZA BAVIN  |  WEDNESDAY, 17 MAR 2021
... Group will cease as a standalone division. Its insurance divisions moved into business and consumer; private wealth, platforms and investments and superannuation moved into an expanded business arm. Westpac chief executive Peter King said the move will ...

IOOF firms abandon ship

ANNABELLE DICKSON  |  WEDNESDAY, 17 MAR 2021
... strive to maintain." 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. Following the announcement, several advice firms have left the MLC licence ...

Zenith acquires asset allocation specialist

ELIZABETH MCARTHUR  |  TUESDAY, 16 MAR 2021
... further expansion across wealth management and superannuation. "With ongoing change impacting advisers, super funds and platforms, including their clients and members directly, we believe proven providers of relevant services, at scale, will continue ...

ASI restructures distribution team

KARREN VERGARA  |  MONDAY, 15 MAR 2021
... including outsourcing 100 jobs, and refocusing the busines across four areas: global asset management, fund adviser platforms, strategic partnerships, and retail savings and wealth.

Pahari's pay packet revealed

ELIZA BAVIN  |  THURSDAY, 11 MAR 2021
... business' goals for 2021, De Ferrari said the focus will be on reshaping advice, simplifying super and growing the platforms business. "In 2021, we will complete the advice reshape program to establish a commercially sustainable and competitive business ...

Investor population rises for global equities

ANNABELLE DICKSON  |  THURSDAY, 11 MAR 2021
... learn a new skill while in lockdown. In addition, investors are fuelled by the greater choice of lower-cost investment platforms. However, they are wanting more educational resources from their main platform to inform their investment decisions. "Too ...