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Showing 121 - 130 of 5893 results for %22Market Wrap PM%22

Advice groups sign on to HUB24

KANIKA SOOD  |  WEDNESDAY, 9 JAN 2019
... and annuities to enable a consolidated view of client wealth from the platform. It is expected to be rolled out to wider market at end of FY19. In early December, HUB24 completed transitioning $725 million of Fitzpatrick Private Wealth's assets under ...

CFS retail sales lead joins global boutique

JAMIE WILLIAMSON  |  WEDNESDAY, 5 DEC 2018
... continuing to grow the boutique's institutional business in Australia as well as leading the development of the wholesale market. He will work closely with Pacific Current Group head of distribution Asia Pacific, Steve Bramley to ensure a smooth transition ...

AMP hires from MLC

KANIKA SOOD  |  THURSDAY, 1 NOV 2018
... investments Rod Finch. "Shaun is a highly experienced financial services executive, with extensive knowledge of the wrap platform market and wealth product management," Finch said. He starts in the role on November 19. Keating has already commenced as ...

Are ETFs really the next smartphones?

DARREN SNYDER  |  FRIDAY, 12 OCT 2018
... European version and it has grown 300% since inception to US$135 million ($189m). He hinted this evolution is also driven by market demand. More than 56% of assets in mutual funds are in fixed income, but only 15% of ETF assets are in the asset class. ...

Linear pushes MGP into the red

KARREN VERGARA  |  MONDAY, 3 SEP 2018
... transaction will enable the delivery of nimble solutions that offer competitive pricing in an increasingly price competitive market," Heather said. The company said its managed accounts business remains a "core strength" despite expansion into new products ...

Macquarie Wrap adds Vanguard SMAs

JAMIE WILLIAMSON  |  WEDNESDAY, 22 AUG 2018
... the platform. In launching Vanguard SMAs on Macquarie Wrap, we have become the first platform provider in the Australian market to offer this investment option to advisers and their clients," Macquarie head of wealth product and technology Cameron Garrett ...

OneVue and Mercer join forces

JAMIE WILLIAMSON  |  MONDAY, 13 AUG 2018
... investment consulting expertise and administration solutions to support their advisers and clients nationally. "OneVue is a market leading platform that offers comprehensive functionality and flexibility. Its ability to manage a wide range of assets ...

AMP wealth arm leaked $873 million in first half

KANIKA SOOD  |  WEDNESDAY, 8 AUG 2018
... time, they are not above the normal levels," Wilkins said. Wilkins added the engagement numbers wouldn't be shared with the market.

BTFG flags platform overhaul

HARRISON WORLEY  |  MONDAY, 23 JUL 2018
... should advisers and their clients wish to access it, a new administration fee structure will also be available on the BT Wrap and Asgard eWrap platforms. According to BTFG chief executive Brad Cooper, the new pricing structure is set to provide consistency ...

HUB24 introduces low-cost product

KARREN VERGARA  |  THURSDAY, 19 JUL 2018
HUB24 is catering for new entrants to the investment platform market with the launch of a lower-cost and simpler option in its investor directed portfolio service (IDPS) and superannuation products. To be introduced in August, the HUB24 core offering ...