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Showing 911 - 920 of 2503 results for "Platforms"

Sydney boutique partners with Pan Tribal

KANIKA SOOD  |  TUESDAY, 28 JAN 2020
... Asset Management co-founder and chief executive Colin Woods said the firm will focus on getting Barwon's funds on platforms to ease access for financial advisers. "Once you go onto platforms, we expect the minimum [investment size, which is currently ...

SMSF platform makes $25m acquisition

ALLY SELBY  |  TUESDAY, 28 JAN 2020
... complementary to the Class business in terms of culture, technology and customer base." He said the integration of the two platforms would provide new opportunities to customers. "Importantly, it will enable Class to execute on our ambition of providing ...

Meet the Sydney boutique beating Magellan's returns

KANIKA SOOD  |  FRIDAY, 24 JAN 2020
... profitability. However, the boutique still has to win an institutional client. It is also just starting to get onto platforms after earning an "approved" rating from Zenith last year. Arnold is expecting to add another analyst in the coming weeks, but ...

AMP adds competitors to platform

ELIZABETH MCARTHUR  |  FRIDAY, 24 JAN 2020
... advisers and clients, further strengthening AMP's wrap platform offer," AMP managing director super, retirement and platforms Lara Bourguignon said. "The changes follow a year of significant investment and enhancements to our flagship MyNorth platform ...

Zenith bolsters team, hints at expansion

ELIZABETH MCARTHUR  |  TUESDAY, 21 JAN 2020
... services, we grew our range of both customised and public menu managed accounts for advisers on a number of leading platforms and expanded into the New Zealand market through the purchase of FundSource," Wright added. "We concluded the year by formalising ...

BlackRock wakes up to climate change

ALLY SELBY  |  WEDNESDAY, 15 JAN 2020
... a letter to clients. "Where we have the greatest discretion - in portfolio construction, our active and alternatives platforms, and our approach to risk management - we will employ sustainability across our investment process. "Where we serve index clients ...

Masterfunds up $26 billion

ELIZABETH MCARTHUR  |  WEDNESDAY, 8 JAN 2020
The final quarter of 2019 saw Australian funds under management on platforms jump by $26 billion. According to Plan For Life Actuaries, masterfunds ended the year to 30 September 2019 up 3% - amounting to $26 billion. Total FUM for masterfunds now stands ...

$3.3 billion fall in retail managed funds

ELIZABETH MCARTHUR  |  TUESDAY, 7 JAN 2020
... on 13.6%. While netwealth has a 2.7% market share it has experienced the strongest market share annual growth of the platforms with Plan For Life calculating an annual growth rate of 30.8%. Conversely AMP's growth rate is going backwards with -2.4% a ...

Ord Minnett chief resigns

ALLY SELBY  |  MONDAY, 16 DEC 2019
... business to a wealth management business that now manages over $11 billion of client assets on a range of industry leading platforms," he said. Morris also credited him for helping to restructure the firm's institutional stockbroking division alongside ...

MLC Wealth in advice leadership reshuffle

HARRISON WORLEY  |  FRIDAY, 13 DEC 2019
... including the recent appointments of former Mercer head of corporate superannuation Darren Stevens as group executive platforms, Anthony Lane as chief operating officer and Andrew Morgan as chief corporate services and chief financial officer. The firm ...