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Showing 61 - 70 of 88 results for "Wealth platform"

Vale John O'Connell

EMMA RAPAPORT  |  THURSDAY, 15 JUN 2017
... providing investment advice to more Australians, we will be integrating our automated advice offering into our leading wealth platform so advisers can incorporate robo-advice into their value proposition for clients." Interested parties have been advised ...

BTFG drags Westpac performance

KARREN VERGARA  |  MONDAY, 8 MAY 2017
... integrated its superannuation, SMSFs, insurance and investments on its BT Panorama, which has about 19% of the wealth platform market. The group's alternative assets fund manager Hastings delivered $30 million in revenue, up 20% on the prior year. The ...

Bravura Solutions appoints new COO and sales head

DARREN SNYDER  |  WEDNESDAY, 22 MAR 2017
... opportunities. Slee was appointed to Bravura Solutions in November 2011, and lead sales in APAC for the firm's flagship wealth platform Sonata. At that time there were two Sonata clients globally and five years later, Sonata had 18 clients globally with ...

Australian Unity enters trustee services

JAMIE WILLIAMSON  |  THURSDAY, 2 MAR 2017
... Unity Trustees business was also a priority," he said. Australian Unity said organic growth continued across its wealth platform, handling equity, fixed interest, property and bonds investments in addition to operating a building society. The wealth ...

IRESS partners with UK wealth firm

ALEX BURKE  |  FRIDAY, 28 OCT 2016
... strategic partnership with a $46 billion wealth management firm in the UK. The technology firm has developed a wealth platform for Tilney Bestinvest, which manages assets for private clients, charities and financial advisers. Tilney operates in over ...

PractiFI expands with $1.3m seed funding

ALEX BURKE  |  MONDAY, 14 SEP 2015
... the software, it added Omnium insurance research tool OmniLife to its suite of services. "PractiFI is the only wealth platform that integrates best-of-breed industry tools as branded partners, not just 'white labelled,'" Elliott said at the time. "We've ...

ClearView life insurance drives $20m profit

ALEX BURKE  |  WEDNESDAY, 26 AUG 2015
... however, dropped by 70% on FY2014 to $1.8 million; ClearView's statement attributes this to investments in a new wealth platform and the $3.2 million development of a new product, WealthFoundations. "It is exciting to be part of a growing organisation ...

New SMAs at MLC increasing exponentially

DARREN SNYDER  |  TUESDAY, 21 JUL 2015
Three separately managed accounts (SMAs) added to the MLC Wrap and Navigator platforms have had a combined intake of more than $7 million since their launch in May. The launch of the Antares Listed Property, JBWere Listed Fixed Income and Redpoint Industrials ...

AMP practices embrace PractiFI platform

ALEX BURKE  |  THURSDAY, 2 JUL 2015
... suite of services. Speaking about OmniLife, PractiFI chief executive Glenn Elliott said that "PractiFI is the only wealth platform that integrates best-of-breed industry tools as branded partners, not just 'white labelled.' We've put OmniLife right there ...

ASX: The people's platform

STAFF WRITER  |  WEDNESDAY, 25 MAR 2015
... have been sourced natively, that isn't the point because with 104 ETPs and 75 mFunds, the ASX is already a major wealth platform player with one of the most comprehensive yet low cost investment menus available. Another feature of the ASX platform, said ...