Search Results | Showing 91 - 100 of 5891 results for %22Market Wrap PM%22 |
| | ... customised and public menu managed accounts for advisers on a number of leading platforms and expanded into the New Zealand market through the purchase of FundSource," Wright added. "We concluded the year by formalising our strategic partnership with ... |
| | | ... high calibre hires join a team that has immense experience in providing managed account and wrap platform solutions to the market," Wright said. He said Xplore is focussed on regulatory confidence amidst change in the industry and delivering the final ... |
| | | ... at Macquarie (4.3%), Mercer (4.2%) and BT (3.7%). Wraps now account for $414.2 billion of FUM from the total masterfunds market, up 8.8% over the past 12 months with inflows of $96.6 billion. Platforms ended the year up 6.5% however that was due to investment ... |
| | | ... said the appointments are aimed at ensuring the firm could offer advisers significant levels of support. "The contestable market for HUB24 is expanding. We want to ensure we are in the best position to support advisers across the various market segments ... |
| | | ... the company. Mathie worked directly with Fidelity managing director for Australia Alva Devoy, focused on the wholesale market and relationships with advisers, boutiques and national dealer groups. "We thank Andrew for his contribution to Fidelity's wholesale ... |
| | | ... consisting of BT Wrap, Asgard and BT Panorama. "Spitfire has an incredible opportunity. The Australia financial services market is being redefinbed as banks and institutional players divest their wealth management businesses and financial advisers are ... |
| | | ... billion rise in funds under management over the year to June 2019 for wraps, platforms and master trusts. The masterfund market overall was up 4.4% this year to a total of $885.9 billion by 30 June 2019, experiencing overall growth despite a market correction ... |
| | | ... chief investment officer Jason Teh said retirees need to manage sequencing risk to preserve capital, especially when the market is seeing troubled times. "Once you spend 40-years building that nest egg, it's all about de-risking your portfolio. You have ... |
| | | ... transparent, making it easier for advisers and clients to review platform fees against what is currently available on the market. "We expect to launch a new version of the fee calculator next month, which will provide more detailed fee breakdowns," Finch ... |
| | | ... to look at firms investing in: global emerging markets, global listed infrastructure and unlisted assets such as private market debt. Its manager selection criteria include a good track record of performance, capacity and investor interest. "We are long ... |
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