Search Results | Showing 891 - 900 of 6996 results for "platform" |
| | | ... 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | Betashares has announced zero-brokerage investing for over 300 ASX-listed shares through its platform, Betashares Direct. The feature complements the platform's existing brokerage-free offering on all ASX-traded ETFs. By eliminating transactional brokerage ... |
| | | | Newly launched blockchain platform MezFi is offering retail investors access to property investments designed for the wealthy via Digital Fund Tokens (DFTs). The platform essentially houses MezFi Fund 1, an ASIC-registered managed investment fund that ... |
| | | | ... a head of strategic accounts, welcoming the global head of growth from Investment Trends to the position. The wealth platform provider said the appointment focuses on driving new business and strengthening platform partnerships across Australia and underscores ... |
| | | | The proposed takeover of SelfWealth heats up as AxiCorp Financial Services attempts to ensnare the trading platform from Bell Financial Group (BFG). AxiCorp has lobbed a bid of 23 cents per SelfWealth share, one cent more than what BFG proposed on Wednesday. ... |
| | | | Colonial First State (CFS) has added new options to the CFS Edge platform and Accelerate Series. T.Rowe Price, CBRE Investment Management, ClearBridge, and Lazard Asset Management can now be found on CFS Edge. This takes the total number of managed ... |
| | | | ... business to improve customer outcomes, it said. "With MLC Expand we have a significant opportunity to differentiate the platform, start to build presence in the market and get it in the hands of more advisers and clients," Hartley said, adding the underlying ... |
| | | | ... financial advisers focused on wealthy clients found it difficult to access alternatives via their primary investment platform. Nearly 10% described it as "impossible." HNW-focused advisers on average have 9% of portfolios invested in alternatives, which ... |
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