Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 141 - 150 of 6464 results for "Wrap"

abrdn head of Aussie equities departs

ELIZABETH FRY  |  MONDAY, 30 JAN 2023
... typically a time for reflection, appreciation and enthusiasm for what lies ahead. "Many of you would know that 2022 saw me wrap up my time with abrdn and farewell the wonderful people that have made my 18-year journey nothing short of remarkable," she ...

Managed accounts dominated by SMAs

ANDREW MCKEAN  |  WEDNESDAY, 21 DEC 2022
... five years, non-managed account platforms have grown only 1% per annum. "Managed accounts are the main non-superannuation wrap investment vehicle, their growth means they have subsumed this sector, now being 85% of it. They are also the only segment ...

BT head joins Colonial First State

ANDREW MCKEAN  |  THURSDAY, 8 DEC 2022
... particularly with the upcoming launch of Edge in Q1 2023. As previously reported by Financial Standard, Edge is CFS's new wrap platform, which has been called the first major Australian wealth platform innovation in the last decade. Quirk said the new ...

UK regulator looks to simplify advice

JAMIE WILLIAMSON  |  FRIDAY, 2 DEC 2022
Taking a leaf out of Australia's book, the UK's Financial Conduct Authority is consulting on measures to improve the access to and affordability of financial advice - a move that would see the establishment of a simplified regime in addition to the ...

Colonial First State adds 17 new funds to FirstChoice platform

ANDREW MCKEAN  |  THURSDAY, 1 DEC 2022
... Meanwhile, as previously reported by Financial Standard, in November, CFS debuted a major wealth platform innovation CFS Edge, a wrap platform which will be tested over the Christmas period for launch in the new year. Quirk said CFS Edge will sit at ...

Colonial First State debuts 'major wealth platform innovation'

ANDREW MCKEAN  |  WEDNESDAY, 23 NOV 2022
Colonial First State (CFS) has unveiled its new CFS Edge wrap platform, calling it the first major Australian wealth platform market innovation in the last decade. At a platform preview in Sydney last night, CFS chief executive, superannuation Kelly ...

Never been more optimistic: Abood

CASSANDRA BALDINI  |  WEDNESDAY, 23 NOV 2022
Despite the uncertainty facing the financial advice sector, Financial Planning Association of Australia chief executive Sarah Abood says she's never felt more optimistic about the future. Welcoming more than 1200 delegates to the 2022 FPA Professionals ...

Insignia revamps wrap platform

ANDREW MCKEAN  |  MONDAY, 14 NOV 2022
Insignia Financial has made enhancements to its advised super, pension, and investment Expand wrap products, affording financial advisers greater management flexibility. As part of its simplification and transformation program, Insignia has introduced ...

The future of defined contribution asset allocation

ANDREW MCKEAN  |  MONDAY, 7 NOV 2022
... Shula Public Relations and Policy founder Darren Phillip, and, Mercer Canada wealth leader Neil Lloyd. In the discussion wrap-up, JM3 Projects principal John Mitchem said target date funds' glide paths have dominated defined contribution savings ...

Cboe Australia appoints engagement lead

CHLOE WALKER  |  WEDNESDAY, 5 OCT 2022
... tech migration." Recently, Cboe's exclusive range of investment options, including its range of ETFs were launched on AMP's wrap platform, North.