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Showing 891 - 900 of 6996 results for "platform"

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 ...

Betashares Direct slashes brokerage fees on ASX 300

MATTHEW WAI  |  TUESDAY, 19 NOV 2024
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 ...

Blockchain platform MezFi launches

KARREN VERGARA  |  MONDAY, 18 NOV 2024
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 ...

Mason Stevens bolsters distribution team

MATTHEW WAI  |  MONDAY, 18 NOV 2024
... 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 ...

Second bidder enters SelfWealth takeover talks

KARREN VERGARA  |  FRIDAY, 15 NOV 2024
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. ...

CFS expands managed accounts offering

MATTHEW WAI  |  WEDNESDAY, 13 NOV 2024
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 ...

Insignia Financial eyes 'most efficient' title by 2030

JAMIE WILLIAMSON  |  WEDNESDAY, 13 NOV 2024
... 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 ...

HNWIs demand alternatives, platforms lack access

KARREN VERGARA  |  WEDNESDAY, 13 NOV 2024
... 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 ...