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Showing 881 - 890 of 6993 results for "Platform"

Can technology help advisers service the masses?

KARREN VERGARA  |  TUESDAY, 26 NOV 2024
... to platforms such as CFS, HUB24, Netwealth, North and so forth, he predicts, is not competition or the threat of a new platform. "It will be scaled advisers. I think that the huge opportunity is for financial planners to take that market, if you look ...

CFS awards equity, infrastructure mandates

KARREN VERGARA  |  TUESDAY, 26 NOV 2024
... infrastructure strategies. ClearBridge Investments is now sub-advising a listed infrastructure mandate on the FirstChoice platform. ClearBridge declined to disclose the size of the mandate. The CFS fund mirrors the ClearBridge RARE Infrastructure Value ...

Insignia completes MLC, NAB separation

JAMIE WILLIAMSON  |  TUESDAY, 26 NOV 2024
... executive Scott Hartley said. "Following the migration of MLC Wrap, MLC Navigator, and associated offers to the MLC Expand platform in April, this separation further demonstrates our ability to deliver complex, large-scale transformation projects," he ...

Adviser suspended over wrongful use of ROAs

JAMIE WILLIAMSON  |  MONDAY, 25 NOV 2024
... significantly in the relevant period. All three clients had the same investment risk profile and the same superannuation platform and investments, which all three were advised to retain. The FSCP was satisfied that s961B and s961G obligations were not ...

Bell Financial takes lead on SelfWealth takeover

KARREN VERGARA  |  MONDAY, 25 NOV 2024
SelfWealth is forging ahead with Bell Financial Group's (BFG) takeover of the trading platform as the latter raises its bid price to edge out its competitor. The two parties entered a scheme implementation deed in which BFG raised its bid price to 25 ...

HMC Capital launches DigiCo REIT

ELIZA BAVIN  |  FRIDAY, 22 NOV 2024
... with 44MW of contracted capacity for $1.5 billion, to be part of DigiCo REIT. HMC said the global digital infrastructure platform will be supported by over 100 dedicated professionals including an experienced senior management team. "The establishment ...

Northern Trust launches new solution for insto investors

ELIZA BAVIN  |  THURSDAY, 21 NOV 2024
... technology company, the capability will provide enhanced service capabilities, increased transparency on a real-time basis and platform resiliency, Northern Trust said. This includes automated asset selection based on flexible hierarchies, support of ...

Top advisers champions in two key areas: Iress

MATTHEW WAI  |  THURSDAY, 21 NOV 2024
... according to an Investment Trends report. Regardless, the Iress report found increasing client meeting frequency, as well as platform software consolidation, "strongly correlated with profitability". Specifically, top performing advice practices ranked ...

JANA snags Ignition Advice executive

MATTHEW WAI  |  THURSDAY, 21 NOV 2024
... IT and data management strategy. Enda Mahoney, who has been with Ignition Advice for a little over a year as its chief platform and technology officer, has taken on the role. Mahoney led Ignition Advice's development of a low-code digital advice ...

Fiducian names general manager, superannuation

JAMIE WILLIAMSON  |  TUESDAY, 19 NOV 2024
A former NAB Asset Servicing executive is taking over as general manager, superannuation at Fiducian. Jonathan Green commenced in the role yesterday, replacing Ross Martin who is due to retire. Green brings more than 35 years' experience in financial ...