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Showing 131 - 140 of 6487 results for "Wrap"

Fund manager awards custody mandate

KARREN VERGARA  |  TUESDAY, 20 FEB 2024
A $16.6 billion fund manager has named Citi Securities Services as its new custodian and fund administrator. Ausbil Investment Management awarded the mandate following incumbent custodian NAB Asset Servicing (NAS) exiting the market. NAS has referred ...

Platforms ramp up innovation, back-end efficiencies

KARREN VERGARA  |  FRIDAY, 16 FEB 2024
... financial advisers to digitally self-serve and improve client outcomes, according to SuitabilityHub. The 2024 platform market wrap found that the move to digital self-service has enabled advisers to significantly reduce call volumes, track tasks in real-time ...

Investment Trends ranks top five platforms

ANDREW MCKEAN  |  THURSDAY, 15 FEB 2024
... following its introduction of a broad range of enhancements. Likewise, the newly launched Colonial First State (CFS) Edge Wrap platform earned praise for its "harmoniously blended sophistication and affordability" and focus on operational efficiency ...

Treasury promises flexibility to adviser qualifications

KARREN VERGARA  |  WEDNESDAY, 31 JAN 2024
Financial advisers are promised "greater flexibility" in gaining educational and training qualifications under new amendments proposed by Treasury. Yesterday, assistant treasurer Stephen Jones launched a consultation to update how advisers can demonstrate ...

ASIC makes adviser exam changes

JAMIE WILLIAMSON  |  THURSDAY, 25 JAN 2024
ASIC confirmed it is amending the financial adviser exam in accordance with the government's changes. Amendments to the exam were registered last week, following a consultation that wrapped up on January 10. ASIC has now also updated the relevant guidance. ...

Insignia Financial touts strong start to FY24, simplification

JAMIE WILLIAMSON  |  THURSDAY, 25 JAN 2024
... to see strong momentum in flows into our flagship and workplace platforms. However, we have experienced outflows from MLC Wrap ahead of transition to the contemporary Evolve platform in April." Among the group's strategic initiatives is the client wellbeing ...

Macquarie Wrap rolls out new features for advisers

ANDREW MCKEAN  |  TUESDAY, 9 JAN 2024
Macquarie introduced new digital features and security enhancements on Macquarie Wrap, including account-level performance reporting and a live chat function in Adviser Online. The platform's updated account-level performance reporting functionality ...

Prime Super appoints new custodian

ANDREW MCKEAN  |  TUESDAY, 19 DEC 2023
Prime Super has appointed Citi Securities Services as its new custodian after a seven-month search, breaking ties with NAB Asset Servicing (NAS) as it plans its exit. The $6.7 billion industry fund's decision to award the new mandate to Citi Securities ...

What you read in 2023

JAMIE WILLIAMSON  |  FRIDAY, 15 DEC 2023
... the appointment of his successor, the search for which is underway, will draw as many eyeballs. 2) BT to wind up Retirement Wrap (March 24) As BT readied its superannuation business for transfer to Mercer, it made the call to wind up the long-standing ...

New enhancements to Expand, CFS Edge

CHLOE WALKER  |  THURSDAY, 14 DEC 2023
... investors. Both options form part of the MLC MultiActive range of funds, formerly known as IOOF MultiMix. Insignia general manager wrap solutions and product integration Cable Rickard said the platform provider is committed to adding complementary and ...