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Showing 91 - 100 of 6365 results for %22BT Wrap%22

Carolyn Colley joins Milford board

ELIZABETH MCARTHUR  |  THURSDAY, 30 SEP 2021
... head of personal banking at Macquarie Group, chief operating officer of wealth management at St. George Bank, head of BT Wrap at BT Financial Group and head of retirement product operations at Bankers Trust Company. She is also an independent non-executive ...

Failing Asgard super option to close

JAMIE WILLIAMSON  |  WEDNESDAY, 29 SEP 2021
... performance test, Asgard Employee Super will shutter next month, with many members being transferred to BT's Retirement Wrap. Members of the fund were actually notified ahead of the performance test results being made public that the product would ...

AMP North reduces fees, adds options

ANNABELLE DICKSON  |  FRIDAY, 24 SEP 2021
AMP's North wrap platform reduced the minimum brokerage fee for listed securities and added 20 options to the MyNorth investment menu. The minimum brokerage fee for listed securities for clients is now $18.49 from $34 and applies to superannuation ...

MFS hunts new retail lead

JAMIE WILLIAMSON  |  WEDNESDAY, 22 SEP 2021
MFS Investment Management is searching for a new head of retail sales for its local business, as the incumbent heads to London for a new role. MFS has confirmed Ross Cartwright is wrapping up as head of retail, Australia and New Zealand at the end of ...

CMC Markets buys ANZ Share Investing

ANNABELLE DICKSON  |  FRIDAY, 17 SEP 2021
The online trading platform is set to pay $25 million for the big four bank's share investing client base as the latter continues to simplify its banking strategy. The transaction will see 500,000 ANZ Share Investing clients with total assets in excess ...

Fiducian expands NZ footprint

JAMIE WILLIAMSON  |  WEDNESDAY, 8 SEP 2021
... Growth Fund, India Fund, Property Securities Fund, Technology Fund, Balanced Fund and Ultra Growth Fund via the Consilium Wrap and MMC Wealth Administration platforms. "Bringing investment capabilities that have proven superior performance, Fiducian ...

BT Panorama down for a week

ELIZABETH MCARTHUR  |  MONDAY, 9 AUG 2021
... orders they may tell me to prove our intention to place the trades and when." Just last month, BT finished migrating all its wrap clients over to the Panorama platform. The move added another 150,000 accounts $56.6 billion to Panorama from BT Wrap. "Having ...

Zenith adds client to Macquarie Wrap

ANNABELLE DICKSON  |  FRIDAY, 23 JUL 2021
Zenith Investment Partners has launched a new managed account client on Macquarie Wrap as adviser demand for managed account solutions soars. Zenith worked with The Moreton Group to develop a customised managed account on Macquarie Wrap, which has helped ...

Platform FUM grows

ANNABELLE DICKSON  |  FRIDAY, 16 JUL 2021
... to the previous corresponding period. Further to this, BT Panorama recently announced it completed the migration of its BT Wrap clients, bringing its total funds under administration to over $100 billion.

No charges in AMP BOLR investigation

JAMIE WILLIAMSON  |  FRIDAY, 16 JUL 2021
ASIC's criminal investigation into AMP's fee-for-no-service conduct related to its Buyer of Last Resort Policy has wrapped up, with the regulator and Commonwealth Director of Public Prosecutions determining no charges should be brought. Under ...