Search ResultsShowing 1 - 10 of 100+ results for "Platform"
Industry Fund Services adopts regtech solution
KRISTI CHENG  |  FRIDAY, 13 SEP 2019
... conjunction with existing processes for risk management and compliance. The solution is a human-assisted machine learning AI platform called SAMI - Surveillance and Monitoring Intelligence - which is designed to aid licensee oversight of advice quality ...
Saxo partners for new reporting service
ELIZABETH MCARTHUR  |  WEDNESDAY, 11 SEP 2019
... administration." Sharesight also stands to benefit from the partnership with the Saxo integration exposing clients to a platform offering access to 36 international exchanges and over 40,000 instruments. Sharesight chief executive Doug Morris said: "Sharesight ...
HSBC GAM names new investment chief
JAMIE WILLIAMSON  |  TUESDAY, 10 SEP 2019
... role of global head of credit research last month. Radovic is responsible for leading HSBC GAM's global credit research platform and was previously head of credit research in Paris.
Zurich launches new SMA
KRISTI CHENG  |  MONDAY, 9 SEP 2019
... launched a new separately managed account focused on global growth opportunities, which will be available on the HUB24 platform. The Zurich Investments Global Growth Opportunities SMA offers financial advisers the opportunity to invest in a high conviction ...
Global asset manager moves into healthcare
KRISTI CHENG  |  FRIDAY, 6 SEP 2019
... AXA IM - Real Assets has also formed a strategic relationship with Centuria Heathley Limited, a healthcare property platform set up by property fund managers Centuria Capital and Heathley limited. Centuria Heathley, as an asset manager, will assist the ...
Powerwrap posts strong first result
HARRISON WORLEY  |  TUESDAY, 3 SEP 2019
... first full year results as a listed company have exceeded the forecasts listed in its prospectus. The high net-worth platform provider excelled in a number of areas in its first full year results since listing, beating its prospectus forecasts for revenue ...
Melbourne boutique winds down funds
KANIKA SOOD  |  FRIDAY, 30 AUG 2019
... appointment was to bring in wholesale expertise. Loveday has previously chaired the boards of Bennelong Funds Management and platform company Praemium. He currently chairs multi-affiliate Copia Investment Partners and Tribeca's global natural resources ...
Beware adviser conflicts of interest: Lonsec
ELIZABETH MCARTHUR  |  WEDNESDAY, 28 AUG 2019
... significant conflicts of interest and conflicted remuneration for advisers. According to Rainmaker data, 29% of the investment platform market in Australia is in managed accounts already and that number is growing every year. According to Lonsec head ...
FPA offers postgrad course discounts
HARRISON WORLEY  |  THURSDAY, 22 AUG 2019
... complete as part of the new FASEA education requirements," De Gori said. "Along with FPA Learn - an online learning platform that brings together all members' FPA education and professional development needs - these discounts will be valuable to memb ...
Best online brokers revealed
ELIZABETH MCARTHUR  |  THURSDAY, 22 AUG 2019
... getting the best deal. CommSec was the winner when it came to website functionality and IG ranked first for its mobile platform - perhaps indicating where the other brokers have some room for improvement. Investment Trends surveyed 8578 investors and ...
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