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| | | ... market," Clime chief operating officer Sarah Bolouri said. "That generation has grown up with technology and share trading platforms and so forth. Obviously, the cost of advice is limiting depending on the amount of wealth they want to actually invest ... |
| | | | ... custody members. Key underlying client segments include superannuation funds, fund managers, insurance companies, wealth platforms, government entities plus major charities and endowments," Brown said. "Accordingly, the statistics represent net flows ... |
| | | | ... well networked BDM resource, to explain the benefits of WealthO2's unconflicted, low cost alternative to the product platforms and wraps." Bernasconi said Schapkaitz's proven business track record would make him an asset to the team. "Greg is a welcome ... |
| | | | ... capital gains tax of losing dividends. Matterson confirmed the new managed accounts would soon be available through other platforms, with the firm set to announce "further alliances in the coming weeks". Mennie said the platform was pleased to launch ... |
| | | | ... saying that is the very point of a retirement system. He also said that he sees the future of SMSFs as being through platforms. "In exchange for giving up a bit of your privacy," Cooper cautioned. "The relationship between inflows and outflows in the ... |
| | | | ... functionality scores have improved in a wide range of areas," he said. "The final scoring differentials between the leading platforms across such a vast set of considerations are narrower than ever, reflecting the intense competition and rivalry in the ... |
| | | | ... alike. Particularly during the stressful process of filing insurance claims, having to navigate digital self-service platforms can be overwhelming," he said. "Advisers offer an invaluable human touch and can provide tailored support appropriate to individuals' ... |
| | | | ... said she was excited to join the direct team. "I am thrilled to be joining one of the leading real estate investment platforms in Australia, which I have observed first hand having overseen TelstraSuper's investments in a number of Charter Hall's funds ... |
| | | | ... Business and Super Directions for Business Rollover Section products. AMP managing director superannuation, retirement and platforms Lara Bourguignon said the reductions will help deliver great outcomes for clients. "The reductions reflect AMP's ... |
| | | | ... launched a $174 million takeover bid for Augusta Capital, one of New Zealand's largest listed real estate fund management platforms, with around $1.9 billion in assets under management. If successful, the deal will see Centuria's assets under management ... |
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