Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 81 - 87 of 87 results for "Wealth platform"

IAS renews partnership with SS&C

LINDA HAUSKEN  |  THURSDAY, 23 AUG 2012
... affiliation with global financial services software provider, SS&C Technologies through the use of the firm's Global Wealth Platform to support its managed account business. The platform is a web-based portfolio management solution, designed to streamline ...

AXA adopts new wealth platform

RACHEL DAVIS  |  THURSDAY, 8 SEP 2011
AXA's aligned dealer groups are switching to the IRESS wealth management platform, XPLAN, with over 25% of practices already migrated as a result of a successful pilot program. AXA's decision to move to the web-based XPLAN wealth solution was driven ...

BT regroups for market push

ELISE BURGESS  |  WEDNESDAY, 3 AUG 2011
... new Business Transformation division, lead by general manager John Shuttleworth, will build the next generation wealth platform for advisers, dealer groups and investors. David Lees will lead the Superannuation and Investment business designed target ...

Last call for your say on law change

ALISON BEVEGE  |  FRIDAY, 18 MAR 2011
Submissions close at 5pm today on draft laws the Federal Government claims will encourage foreign companies to set up headquarters in Australia. The reforms affect the Controlled Foreign Company and Foreign Accumulation Fund rules. Industry commentators ...

Westpac and St.George outline merger terms

RUTH LIEW  |  TUESDAY, 13 MAY 2008
... institution. The newest development further cements the future of a new player that will take the lead in Australia's wealth platform sector with funds under administration of $108 billion. Despite the green light to the key merger terms, both banks ...

St George and Westpac to merge

RUTH LIEW  |  MONDAY, 12 MAY 2008
The possible merger of Westpac and St.George would see the birth of Australia's largest wealth platform provider. According to a statement released on the Australian Securities Exchange, the new entity will control $108 billion in funds under administration ...

Opes Prime challenges Macq

Financial services provider Opes Prime has launched the Opes Prime Wealth Platform, an all-in-one retail prime brokerage service that will compete with a similar offering from Macquarie. The new service is tailored to the top end of the market which ...