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Showing 951 - 960 of 3363 results for "Wealth management"

Bravura secures new mandate

ELIZA BAVIN  |  MONDAY, 6 APR 2020
... exceed the needs of their customers," Adler said. Bravura Solutions is a provider of software solutions for the wealth management, life insurance, and funds administration industries in 12 offices across Australia, New Zealand, United Kingdom, Europe ...

SS&C secures platform mandate

HARRISON WORLEY  |  MONDAY, 6 APR 2020
US investment management software provider SS&C has been awarded a mandate to manage the wealth management platform of a local third-party investment administrator. Xplore Wealth has selected SS&C's global wealth platform (GWP) to underpin the entirety ...

YBR national advice lead moves to Interprac

ELIZABETH MCARTHUR  |  FRIDAY, 3 APR 2020
... Jason Hayes also moved to Interprac in March. He will be adviser operations manager, moving from the role of wealth management operations management at YBR. Commenting on Walker's appointment, Crole said: "She is forward thinking. Today we are seeing ...

The week that was

JAMIE WILLIAMSON  |  FRIDAY, 27 MAR 2020
... Financial Standard looked into this and numerous other ways in which COVID-19 has already or is set to impact the wealth management industry. The top stories from the week that was can be found below. Industry funds face reality of COVID-19 shutdown ...

Wealth manager appoints new head of advice

HARRISON WORLEY  |  FRIDAY, 27 MAR 2020
... advice review operations manager at Westpac, Howell previously spent more than three years at the bank's wealth management arm, BT Financial Group, where he was a compliance and assurance manager and financial adviser team lead. Earlier, he spent ...

Trust in advisers lifts as pandemic fear ensues

ALLY SELBY  |  FRIDAY, 27 MAR 2020
... survey of over 1600 MLC clients and members of the general public. The survey found investors and clients of the wealth management business were most concerned about the economic impacts of the coronavirus (8.5/10 concern level), as well as market volatility ...

COVID-19 uncertainty sees AMP withdraw guidance

ALLY SELBY  |  THURSDAY, 26 MAR 2020
... is "on track" for completion by June 30, as well as AMP's divestment process from its New Zealand-based wealth management business. The firm's client remediation program is on track to be 80% complete by the end of FY20 and fully complete in ...

Avoid listed wealth giants: UBS

HARRISON WORLEY  |  WEDNESDAY, 25 MAR 2020
... alternative source of yield thanks to its cheap valuation. However the firm wasn't so kind to the two listed wealth management giants, commenting that if they underperformed, both AMP and IOOF would suffer fund outflows which would hit their bottom line. ...

Mutual fund assets lose $1.3 trillion

ELIZA BAVIN  |  WEDNESDAY, 25 MAR 2020
... are being prompted by their home offices to increase consistency of performance, spend more time on holistic wealth management, and focus more on client acquisition.

EY appoints wealth, asset management leader

ELIZABETH MCARTHUR  |  TUESDAY, 24 MAR 2020
... entrants and non-traditional providers are making an impact on the market, as customers look for more innovative wealth management solutions that are tailored to meet their evolving needs." She added that wealth managers are re-evaluating their offerings ...