Search Results | Showing 111 - 120 of 198 results for "Macquarie Wrap" |
| | | ... who play some role in platform selection intend to look for a new or additional platform in the next year. The Macquarie Wrap, the BT Wrap and the Asgard eWRAP seemed the most attractive options among advisers who wanted to switch. "Following FoFA, and ... |
| | | | ... structure. The firm has about 350 clients and $160 million in assets under advice. It currently uses Westpac's Asgard, Macquarie Wrap and self-managed super funds (SMSF) Class Super. Moran Howlett will be transitioning to managedaccounts.com.au, which ... |
| | | | ... generate FDS and alerts. The most feature-rich FDS functionality was delivered by Asgard eWrap, followed by the Macquarie Wrap, which was equalled by the Perpetual Private Wrap. The is based on analyst reviews comparing 25 master trust and wrap platforms ... |
| | | | The PM Capital Emerging Asia Fund has been added to the Macquarie Wrap platform. PM Capital is a bottom-up stock-picker whose approach is based on fundamental analysis. The fund manager said that this philosophy is important to differentiate the strategy ... |
| | | | ... available for advisers through six wrap platforms. The fund was listed on Asgard, BT Wrap, Colonial First Wrap, Macquarie Wrap and netwealth. The Australia Opportunity Fund gives investors exposure to cash money market investments and to the Australian ... |
| | | | ... divisions, licensees, and major platforms, including BT Wrap, Asgard, North, AMP Personalised Portfolio Service, Macquarie Wrap and Netwealth. "It was exciting to see the inclusion of DIF2 as a 'direct property' option across investment and super/pension ... |
| | | | ... in driving planners' satisfaction. netwealth scored highest for planner satisfaction in this year's survey with Macquarie Wrap and CFS FirstChoice completing the top three. "Planners interviewed were especially happy with [netwealth's] new low-cost Super ... |
| | | | Macquarie Wrap has launched a fee disclosure statement (FDS) functionality ahead of the start of the Future of Financial Advice (FoFA) reforms. The new functionality allows advisers to customise their statement to align with the services they provide ... |
| | | | ... of wraps which support planners advising on a range of investments, netwealth came third with Asgard eWrap and Macquarie Wrap completing the top five. FirstWrap introduced a number of improvements to its offering in 2012 which included the addition of ... |
| | | | ... Lonsec (Investment Grade) and Zenith (Approved). The manager is available on several platforms, including BT Wrap, Macquarie Wrap, FirstWrap, Asgard and others. Quek said that Prime Value was a unique player in the market, being an independent boutique ... |
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