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Showing 151 - 160 of 6471 results for "Wrap"

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.

North adds Cboe access to platform

CHLOE WALKER  |  MONDAY, 19 SEP 2022
AMP's wrap platform has added Cboe Australia's funds to its offering as it continues to grow in popularity with financial advisers. Just last month, North's managed portfolio passed $6 billion in assets under management, more than doubling since August ...

AMP North bolsters managed portfolio offering

CASSANDRA BALDINI  |  TUESDAY, 9 AUG 2022
AMP North has added 12 managed portfolios to its investment offering with an additional 21 new investment options. The wrap platform said its new portfolios, from Russell Investments and Zenith Investment Partners, cover a range of strategies and styles ...

Activus SMAs now available to more advisers

JAMIE WILLIAMSON  |  FRIDAY, 5 AUG 2022
... Investment Advisors is making its suite of SMA portfolios available on platform for the first time, partnering with Macquarie Wrap. The Activ-ator range was launched four years ago, comprising multi-asset portfolios with four risk profiles ranging from ...