Search Results | Showing 111 - 120 of 6369 results for %22BT Wrap%22 |
| | ... in several strategy and product roles including division director wealth product strategy, head of commercial management - wrap and division director strategy - Macquarie Adviser Services. He also spent time at Macquarie in the UK as director of wealth ... |
| | | Small business owners, like financial planners, are set to benefit from the 30% tax rate reducing to 25% from 1 July 2021. Federal treasurer Josh Frydenberg also announced last night that temporary full expensing has been extended until 30 June 2023. ... |
| | | The Macquarie Wrap platform has hit new heights, recording over $100 billion in assets under administration. As at 31 March 2021, Macquarie Wrap has $101.4 billion in AUA, 21% market share and annual flows of $4.9 billion. Head of wealth product and ... |
| | | AMP Australia is reducing fees on its platforms, in a bid to attract more clients. Its flagship MyNorth wrap reduced administration fees by up to 22% effective May 1 for balances above $250,000. Administration fee caps for individuals are reducing by ... |
| | | Crescent Finance is setting its sights on $5 billion of property transactions over the next five years, as it launches two new funds to invest in Islamic-compliant housing. The two funds are Crescent Growth Fund and Crescent Finance Income Fund. Both ... |
| | | ... most-used platform nationwide. In New South Wales and the nation's capital, Perpetual WealthFocus (6.3%) and Macquarie Wrap (6.2%) are second and third most popular platforms, respectively. In Victoria, AMP Flexible Lifetime and Asgard are frequently ... |
| | | ... 10,072 advisers with an 11% market share. AMP Flexible Lifetime (6876), Perpetual WealthFocus (5992), Asgard (5477) and BT Wrap (5208) make up the top five most-used platforms. Outside of the major platforms, Netwealth owns the biggest market share at ... |
| | | ... Dunnin said managed accounts are the only growth vector in the platform market. "It shows the managed account share of the wrap platform segment to have ballooned five-fold between December 2017 to December 2020 from 10% to more than 50%," Dunnin said. ... |
| | | ... services Mark Smith said. "We're now working with over 200 advisers nationally. Our models are available on six of the leading wrap platforms. And we have just surpassed $3 billion FUM." The appointments come after Elston made two appointments to its ... |
| | | ... platform survey found HUB24 ranked first for its functionality, followed by Netwealth, Praemium, BT Panorama and Macquarie Wrap. |
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