Search Results | Showing 61 - 70 of 895 results for %22SMA platform%22 |
| | | ... to support the best way forward for the Creativemass business and remain on track with our plans to deliver a new CRM platform to the network," an AMP spokesperson said. Creativemass was founded in 2017 by Michael Rouse. In mid-2020, US investment banking ... |
| | | | ... Advised channel experienced challenging conditions in Q3. It saw net outflows of $486 million and contributed to net platform outflows of $453 million. The platform outflows were partially offset by strong inflows into the Workplace channel. Elsewhere ... |
| | | | ... (SMAs) and managed funds. It also holds $3.8 billion FUA with the Madison network and $0.5 billion on its WealthPortal platform. Despite an overall increase in profits, Clime's IMAs dropped 2.3% from $526 million to $514 million, as well as its managed ... |
| | | | SuperConcepts has joined forces with Smarter SMSF, integrating SuperMate and the documentation platform for streamlined SMSF administration. SuperConcepts chief technology officer Andy Forbes and Smarter SMSF chief executive Aaron Dunn said the integration ... |
| | | | A Sydney-based Islamic financial services firm has launched Meezan Invest to improve access to Sharia-compliant portfolios. The low-cost option will remove obstacles to ethical investing while revolutionising the way the Islamic community in Australia ... |
| | | | ... (up 4%). Despite the growth, it recorded a 53% decline in overall inflows of $1 billion in the period. Inflows for Praemium SMA were down 50%, while Powerwrap's declined 59%. Net platform inflows for the period were augmented by $421 million in positive ... |
| | | | ... an in-house platform for separately managed accounts targeting independent financial advisers. It also launched Deep Green SMA in a bid to capture the ESG segment. The group's underlying net profit after tax dipped 9% to $7 million year on year ... |
| | | | ... administration (FUA) decreased by 4% (-$32 billion) to $769 billion in master trusts, wraps, and managed accounts. Of the major platform segments, corporate super was the sole segment with positive growth (2%), benefiting from the consolidation of some ... |
| | | | Crypto asset licensing and custody reforms by the government are targeting subsets outside the financial services framework. In a joint statement, treasurer Jim Chalmers and assistant treasurer and minister for financial services Stephen Jones said ... |
| | | | ... in June. Its platform saw a 7% increase to $20.9 billion from $19.5 billion last June, while Separately Managed Accounts (SMA) increased by 11% to $9.0 billion from $8.1 billion. "The December quarter of the 2023 financial year has seen both Powerwrap ... |
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