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Showing 1 - 10 of 100+ results for "Platforms"

BlackRock names APAC wealth lead

KARREN VERGARA  |  TUESDAY, 19 OCT 2021
... efficiency and better outcomes under dynamic market conditions," she said. Lima's decades of experience across global platforms bring together the best market and wealth management practices to the benefit of clients and will help achieve BlackRock's ...

ETF Securities taps into fintech, blockchain

ANNABELLE DICKSON  |  THURSDAY, 14 OCT 2021
... includes companies that aim to reshape the finance industry in blockchain adoption, a cashless society, online wealth platforms, alternative credit and cloud-based financial software. The ETF is available to investors on Chi-X Australia and also marks ...

CFS adopts advice consent solution

KARREN VERGARA  |  THURSDAY, 14 OCT 2021
... obligations. The blockchain-supported solution will manage advice fee consent requirements for clients on CFS's platforms, FirstChoice and FirstWrap. CFS will shortly begin the initial six-week rollout. The solution supports advisers and licensees ...

myprosperity launches new platform

ELIZABETH MCARTHUR  |  WEDNESDAY, 13 OCT 2021
... to allocate tasks and reminders to get jobs done faster. myprosperity has already established integrations with other platforms including Xero, FYI, BGL, Xplan and Midwinter. The firm has more than 55,000 households onboard to connect with financial ...

Shaw and Partners awards tech mandate

ANNABELLE DICKSON  |  MONDAY, 11 OCT 2021
... Group and adopt their market-leading technology. Integrating the LAB Application Manager and LABform with our existing platforms will empower our advisers and their teams to save significant manual labour on processing and will facilitate the origination ...

CBA to detect abusive banking behaviour

ANNABELLE DICKSON  |  MONDAY, 11 OCT 2021
... serious problem, and completely unacceptable behaviour. We want to ensure our customers feel safe when they are using our platforms, and it's our responsibility to do everything we can to provide the right measures of protection across our channels," ...

Fiducian adds $38m FUA to network

KARREN VERGARA  |  FRIDAY, 8 OCT 2021
... Securities Fund, Technology Fund, Balanced Fund and Ultra Growth Fund via the Consilium Wrap and MMC Wealth Administration platforms.

Copia hires from BT

ANNABELLE DICKSON  |  WEDNESDAY, 6 OCT 2021
... said. "Greg's strong network, coupled with his experience and understanding of key facets of the advice chain, including platforms and financial advice, will assist in our efforts to become a premium provider of product solutions to Australian investors." ...

Perpetual acquires Laminar Capital

ELIZABETH MCARTHUR  |  TUESDAY, 5 OCT 2021
... manage multiple investment and debt portfolios on a single platform," McCarthy said. "The combination of our two digital platforms, Perpetual Intelligence and Treasury Direct, will provide the ability to deliver a broader range of digital, treasury and ...

Aussies stick with DIY advice

KARREN VERGARA  |  TUESDAY, 5 OCT 2021
... engagement, either because they needed reassurance or a financial plan or because they were maximising use of digital platforms. Those aged 50 to 65 were the most likely to say their engagement was unchanged. The FPA released the findings in light of ...
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