Search Results | Showing 71 - 80 of 2494 results for "platforms" |
| | | ... five and 10-year periods, members in profit-to-member funds have seen their performance consistently outperform retail platforms, with the gap widening over longer timeframes. "For lower balance members, these differences can mean less in their retirement ... |
| | | | ... cybersecurity, while Netwealth ranked first in service. Commenting, Investment Trends head of research Julian Cappe said platforms need to acknowledge these factors to be ahead of their competitors. "Cybersecurity and service are no longer supporting ... |
| | | | ... Conviction Fund. The fund, available to institutional and wholesale investors directly, and to retail investors via platforms, provides access to a focused portfolio of typically 15 to 20 high-quality listed companies, combined with the flexibility of ... |
| | | | ... efforts to apply AI where it can drive real operational value, aligning with our broader global strategy to modernise our platforms and operations, while maintaining the reliability and trust clients expect in highly regulated markets," DeDominicis said. ... |
| | | | ... our client-first execution through targeted reinvestment to modernise our technology stacks, embed AI across our core platforms and align pricing more closely with the value we create for clients." Iress announced a final dividend of 13 cents per share ... |
| | | | ... in the period to 5294 subscribers. GDG noted Lonsec will also launch a new governance offering to support licensees, platforms, and wealth business in managing approved product lists (APLs) and investment menus in response to heightened governance expectations ... |
| | | | ... Following the demise of the Shield and First Guardian master funds, regulatory pressure and being blacklisted from several platforms, Sequoia Financial Group is now reviewing the viability of InterPrac Financial Planning. Sequoia managing director and ... |
| | | | ... billion, raking in $1.4 billion of new business gross inflows since launching in October 2024. "Praemium SMA and Powerwrap platforms both had strong net inflows for the half year and recovered from the high level of past adviser exits which had negatively ... |
| | | | ... continued disruption in the wealth management and advice industry, which has become a catalyst for advisers to switch platforms. These includes regulatory changes, a shift in advisers from aligned to independent licensees, diversified wealth groups separating ... |
| | | | ... business to Astute Financial Management to solely focus on licensee services, financial advice, managed accounts and platforms. Under the agreement, Centrepoint said it will retain the lending-as-a-service (LaaS) business, credit licence, and salaried ... |
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