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Showing 81 - 90 of 122 results for "Wealth platform"

Xplore Wealth outlines 2020 plans

ALLY SELBY  |  FRIDAY, 21 FEB 2020
... upgraded capability and enhanced customer offering, we plan to sustainably grow our business in 2020 and beyond." The wealth platform saw a 20.9% increase in revenue in the half year to $11.3 million, which Xplore said it owed to the platform's latest ...

AMP dealer group head departs

ELIZABETH MCARTHUR  |  TUESDAY, 12 NOV 2019
The managing director of an AMP-aligned dealer group is exiting the business to take on a new role. Hillross Financial Services managing director Dean Thomas will take on the role of chief advice officer at Mortgage Choice. His appointment follows the ...

MAX awards recognise industry excellence

HARRISON WORLEY  |  FRIDAY, 14 JUN 2019
... in marketing, including stints at Telstra and HSBC. There was more to come for BTFG though, with its flagship wealth platform BT Panorama scoring Fintech Platform of the Year while the group took out the coveted Financial Literacy Campaign of the Year. ...

KPMG partner moves to GROW Super

KARREN VERGARA  |  MONDAY, 8 APR 2019
A former KPMG partner and superannuation expert is joining GROW Super as head of strategy in May. Adam Gee will lead GROW's development strategy here and overseas, as well as implement the TINA platform, GROW's blockchain-enabled technology for superannuation ...

ACSA creates managed fund taskforce

HARRISON WORLEY  |  MONDAY, 11 FEB 2019
The Australian Custodial Services Association will facilitate an industry taskforce to help address what it deems "systemic" obstacles in servicing managed funds and encourage more standards and automation in the local market. ACSA said that in surveying ...

Challenger expands distribution reach

KARREN VERGARA  |  WEDNESDAY, 24 OCT 2018
Challenger is ramping up its distribution capabilities by launching its annuities on a fifth platform. Challenger fixed-term and lifetime annuities will launch on the netwealth platform. It follows an announcement in August that saw products made available ...

Robo-advice not dead: GlobalData

HARRISON WORLEY  |  MONDAY, 3 SEP 2018
... and prices, that are genuinely competitive with those offered by startups." UBS confirmed last week its digital wealth platform - which assessed client's financial situation and risk profile before recommending a relevant investment option - is now closed ...

UBS shutters UK robo platform

KARREN VERGARA  |  THURSDAY, 30 AUG 2018
... shuttered its robo-advice offering in the UK after less than two years since its launch. UBS SmartWealth, a digital wealth platform that assesses clients' financial situation and risk profile to recommend a relevant investment option, has closed to new ...

Absolute returns core to building wealth: ARCO chair

KANIKA SOOD  |  FRIDAY, 29 JUN 2018
Investors aiming to build wealth should ignore market performance indices for at least a portion of their portfolio, according to ARCO chairman Bruce Loveday. "If you want to build wealth reliably over time, I would say that any alternative to having ...

Macquarie partners with wealth fintech

ALEX BURKE  |  TUESDAY, 8 MAY 2018
... former Xero Australia managing director. As a result of the integration with myprosperity, users of the personal wealth platform will now have real-time access to Macquarie's investment and cash management accounts. Myprosperity said doing this will ...