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Showing 811 - 820 of 6993 results for "platform"

Bell Financial absorbs 75k Macquarie accounts

ELIZA BAVIN  |  WEDNESDAY, 22 JAN 2025
... benefits of our powerful and secure Macquarie Cash Management Account via the Bell Direct and Desktop Broker trading platform," McArdle said. "Macquarie Cash Management Account and any other accounts customers have with Macquarie won't change, and they ...

HUB24 shutters Xplore Wealth MDA services

ANDREW MCKEAN  |  TUESDAY, 21 JAN 2025
... contribution of Xplore Wealth MDA to its underlying EBITDA is "immaterial." HUB24 also reported "strong growth" in Q2 FY25 with platform FUA increasing 8% over the quarter to $98.9 billion as at 31 December 2024 (up 36% on the prior corresponding period) ...

ETFs, global equities dominate retail portfolios: Data

MATTHEW WAI  |  TUESDAY, 21 JAN 2025
... to build their portfolios," Gunhan added. This is also displayed through data highlighted by nabtrade, NAB's trading platform, revealing that a substantial portion of Gen Z and Millennials have invested in at least one ETF and are actively engaged in ...

Super admin providers face reckoning in 2025: Finura

KARREN VERGARA  |  MONDAY, 20 JAN 2025
... continuously improving cycle of operational excellence," Finura predicts. AI agents will likely impact commissions processing, platform transactions, cash and portfolio reconciliation, and SMSF admin.

Australian Ethical grows FUM to $13.26bn

ROSE MARY PETRASS  |  MONDAY, 20 JAN 2025
... to State Street on 1 November 2024. "Together these transformational programs will deliver the strengthened business platform, improved efficiencies and unit cost savings that will underpin our continued growth, and further future profit and operating ...

Iress sells superannuation business

ELIZA BAVIN  |  MONDAY, 20 JAN 2025
... said. "Increasing member engagement and improving the member experience is a focal point of our industry. The Acurity platform is well recognised as a market leader, and we look forward to building on this ensuring readily available access to data and ...

CC Capital outbids Bain again, increases Insignia offer

JAMIE WILLIAMSON  |  FRIDAY, 17 JAN 2025
CC Capital Partners has topped the most recent bid by Bain Capital to acquire Insignia Financial, lobbing a fresh offer of $4.60 per share. Bain Capital first made a move for Insignia Financial in early December, making an offer of $4 per share that ...

GAM boosts local sales team

ELIZABETH FRY  |  THURSDAY, 16 JAN 2025
... outstanding and differentiated investment products supported by our extensive global team and institutional grade investment platform and infrastructure.

Bell Financial expects revenues, profits to rise

ANDREW MCKEAN  |  THURSDAY, 16 JAN 2025
Bell Financial Group (BFG) has said it expects to report an increase in full-year revenue and profit, ahead of its results announcement in February. The broker forecast that full-year revenues will rise 12% to $276 million (FY23: $247 million). It also ...

Local private wealth manager appoints new chief

ANDREW MCKEAN  |  THURSDAY, 16 JAN 2025
... notable work in Australia, however, is connected to industry platforms. From 2009 to 2011, DeCarlo served as head of platform sales at AXA Australia, where he oversaw wholesale distribution for its investment platforms - Summit, AXA Generations, and ...