Search Results | Showing 81 - 90 of 895 results for %22SMA platform%22 |
| | ... are time short and are unable to pour resources into training an incoming client services officer on their preferred platform or chosen CRM to manage their client's profiles." It added that lines can often blur when it comes to support roles, with many ... |
| | | Having attributed its strong FY22 earnings to its recent acquisitions, Insignia Financial's Renato Mota is not ruling out future M&A opportunities to add scale. "We have undertaken two large acquisitions, I think that's provided us with tremendous ... |
| | | Insignia Financial announced its underlying net profit after tax (UNPAT) has increased 59% to $234.5 million in FY22 from $147.8 million last year. The results were driven by the completion of the MLC acquisition in May as well as strong business growth ... |
| | | ... "The business offers a comprehensive range of services across Australia through two divisions - trustee services and platform services. EQT's primary focus is the trustee services division. Platform Services comprise AET's self-managed super ... |
| | | Activus Investment Advisors is making its suite of SMA portfolios available on platform for the first time, partnering with Macquarie Wrap. The Activ-ator range was launched four years ago, comprising multi-asset portfolios with four risk profiles ranging ... |
| | | ... Wamsteker also paid credit to Praemium's cornerstone product and highest revenue earning service, its separately managed accounts (SMA) offering. "The SMA added annual net inflows of $3 billion, and $284 million for the quarter. It's annual net funds ... |
| | | ... increased 32% from the prior year to $13 billion, according to its June 2022 quarterly business update to the ASX. The platform and investments business realised funds under administration (FUA) net inflows of $2.7 billion for the June quarter. However ... |
| | | International cryptocurrency platforms Celsius and Binance temporarily suspended customer withdrawals. Yesterday, the world's largest crypto exchange, Binance, suspended withdrawals on the Bitcoin network. In a statement, Binance said: "This is ... |
| | | ... capacity," he said. "Its approach, values, and interests align with ours, we look forward to working with them to ensure our platform drives referrals, retention, and revenue for firms in the United States, as well as helping more people live their best ... |
| | | ... relate to several issues including, payments, innovation, and competition, least cost routing for debit cards, digital platform payments, changing industry behavior through market inquiries, regulator and industry effort to disrupt scams and promotion ... |
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