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Showing 121 - 130 of 6369 results for %22BT Wrap%22

Dimensional to use Calastone solution

KANIKA SOOD  |  TUESDAY, 30 MAR 2021
Dimensional Fund Advisors has signed up for Calastone's new distribution data solution. Calastone's new Wrap Reporting service will provide fund managers adviser-directed fund flow data from different platforms. The firm said it actively worked ...

AMP announces new managed portfolio partnership

ANNABELLE DICKSON  |  MONDAY, 15 MAR 2021
... Hillross Financial Services and services clients in Far North Queensland. Coral Coast managing director Craig Armstrong said the wrap platform and managed portfolio structure simplifies investment decisions for the firm's clients. "The portfolios combine ...

Boutique manager hires from Talaria

ANNABELLE DICKSON  |  MONDAY, 8 MAR 2021
... Share Fund. Research house Morningstar commenced covering the Sustainable Share Fund in its latest Australian Equities Sector Wrap, giving the fund a bronze rating.

Prime Value hires from MLC

ELIZA BAVIN  |  WEDNESDAY, 3 MAR 2021
... connection with financial advisors and dealer groups," Quek said. Prime Value funds are available via platforms including BT Wrap, Netwealth, HUB24, and Powerwrap.

Australian equities funds downgraded

ANNABELLE DICKSON  |  MONDAY, 1 MAR 2021
... more funds, including strategies from Pendal and Fidelity, than it upgraded. Morningstar's latest Australian Equities Sector Wrap downgraded 10 funds, upgraded nine and commenced ratings coverage of two new strategies. Pendal Smaller Companies slipped ...

Macquarie Wrap SMAs surpass $5bn

ELIZA BAVIN  |  THURSDAY, 25 FEB 2021
Macquarie announced its separately managed accounts (SMAs) on the Macquarie Wrap platform have exceeded $5 billion in funds under administration. Macquarie said the milestone demonstrates the strength of its platform and the continued interest shown ...

Standard Life Aberdeen sells 196-year-old brand

JAMIE WILLIAMSON  |  WEDNESDAY, 24 FEB 2021
... operate until at least 2031. As part of the transaction, Standard Life Aberdeen has in turn acquired Phoenix Group's Wrap Self-Invested Personal Pension, Wrap Onshore Bond businesses to support its growth plans for its existing platforms business. ...

HUB24, Netwealth top platform rankings

JAMIE WILLIAMSON  |  MONDAY, 22 FEB 2021
... research director King Loong Choi said. Rounding out the top five are Praemium (84.8%), BT Panorama (82.4%) and Macquarie Wrap (76.5%). The research house said it was clear this year that platforms are responding to the needs of financial advisers with ...

Westpac to combine Advance super with BT Super

KANIKA SOOD  |  MONDAY, 15 FEB 2021
... mid-March and early April 2021, Westpac will replace the three Advance products with a BT Super account within Retirement Wrap, it said. BT Super is the new superannuation product that Westpac transitioned to in late 2019 and early 2020. The Advance ...

NAB hires new executive

ELIZA BAVIN  |  WEDNESDAY, 10 FEB 2021
... BT she helped lead the technology strategy and IT program execution for BTFG's platforms and operations businesses, BT Wrap and Asgard. She also helped direct the IT program delivery for BTFG's Panorama. NAB group executive for technology and ...