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Showing 821 - 830 of 1486 results for "Channel"

BTFG to combine key research divisions

ALEX BURKE  |  WEDNESDAY, 2 NOV 2016
BT Financial Group is looking to combine parts of its Advice Research business with its Investment Research & Governance division. A spokesperson from BTFG has declined to confirm the development but said they are constantly reviewing their teams to ...

IRESS partners with UK wealth firm

ALEX BURKE  |  FRIDAY, 28 OCT 2016
IRESS has entered a long-term 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. ...

ClearView welcomes new strategic shareholder

KERRIE SYDEE  |  WEDNESDAY, 26 OCT 2016
... company, with a view to achieve the following objectives: Expand and grow ClearView's distribution network in the IFA channel Enhance quality of the strategic advice to be provided by aligned advisers Increase recruitment and productivity of high quality ...

Midwinter makes strategic appointment

KERRIE SYDEE  |  THURSDAY, 20 OCT 2016
Financial services technology provider Midwinter hired a head of institutional growth as part of the company's aim to pursue partnerships in the superannuation and institutional space. Salvador Saiz joined Midwinter as a SME and superannuation fund ...

JANA strengthens consultancy team

JAMIE WILLIAMSON  |  TUESDAY, 18 OCT 2016
JANA has appointed two new consultants. David Surridge recently joined the investment consulting firm as a senior consultant, responsible for some of JANA's Sydney and New Zealand clients. Surridge's new role involves interacting with trustees, investment ...

Global investment landscape needs rethink

DARREN SNYDER  |  FRIDAY, 14 OCT 2016
Fund manager Capital Group says the new global marketplace created by increasing media products and their distribution channels means investors need to rethink the underlying makeup of companies. Capital Group investment director Andy Budden told a ...

Statewide Super partners on digital advice

JAMIE WILLIAMSON  |  THURSDAY, 13 OCT 2016
... strategic alignment, and that its ability to integrate with other advice channels was a key differentiator. "That omni-channel approach is important for Statewide Super to enable us to provide members with services that suit their individual needs. For ...

Legg Mason, AB funds highly recommended

MARK SMITH  |  WEDNESDAY, 12 OCT 2016
... Bond Fund, managed by JamiesonCoote Asset Management, has been awarded a recommended rating by Lonsec. Partnered with Channel Capital, the fund is the retail version of the team's successful wholesale strategy which was launched in 2014. The investment ...

NGS inks deal with advice firm

JAMIE WILLIAMSON  |  FRIDAY, 7 OCT 2016
... support its future growth strategy. A key objective of NGS's strategy is to be able to deliver a responsive and agile omni-channel advice solution to cater for a rise in the number of members seeking advice through various channels. Guideway will provide ...

Adviser commission reforms pushed back

JAMIE WILLIAMSON  |  WEDNESDAY, 5 OCT 2016
The start date to phase down risk commissions is deferred and the Life Insurance Framework (LIF) will apply to all channels of financial advice, Kelly O'Dwyer has confirmed. The Minister for Revenue and Financial Services said the phasing down will ...