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Showing 161 - 170 of 6464 results for "Wrap"

Geoff Lloyd to chair DASH

JAMIE WILLIAMSON  |  WEDNESDAY, 11 MAY 2022
... growth. He brings an extensive knowledge of platforms, corporate structuring and advice having led Asgard, AdvisorNetGain, BT Wrap, Perpetual and MLC." "He is also highly respected by dealer groups and financial planners and led many advice businesses." ...

Aura, Montgomery ink distribution deal

JAMIE WILLIAMSON  |  FRIDAY, 6 MAY 2022
... "We look forward to providing a high-quality income solution to the Montgomery clients." The fund is available on Macquarie Wrap and has a minimum investment of $100,000. An investment of $100,000 at the fund's inception is worth $154,000 today, the ...

AMP launches North app

CHLOE WALKER  |  MONDAY, 2 MAY 2022
AMP has launched a client app for its wrap investment platform North, making it easier for clients to stay connected to their investments. Available now, investors can keep track of their super, pension and investment accounts; monitor their investments' ...

BT Panorama sees SMSF growth

CHLOE WALKER  |  WEDNESDAY, 20 APR 2022
... BlackRock and Russell Investments. Demand for managed accounts is also being driven by advice practices that had used BT Wrap primarily as their main platform and are moving their clients' funds across to managed accounts on the BT Panorama platform. ...

BT adds to platform business leadership

JAMIE WILLIAMSON  |  TUESDAY, 29 MAR 2022
BT has appointed Insignia Financial's head of wrap platforms to the newly created role. Kathryn Cosentino will take on the role of head of product management in BT's platforms business from May 4. While it's a newly created role, she replaces ...

Budget aims to please women

ELIZABETH MCARTHUR  |  TUESDAY, 29 MAR 2022
The new Federal Budget includes a series of measures aimed at addressing issues that impact women's health, safety and economic success. Most notably, the government has committed to modernising the Commonwealth Paid Parental Leave scheme - which currently ...

Resolution Capital to list active ETF

JAMIE WILLIAMSON  |  MONDAY, 21 FEB 2022
From tomorrow, a new active ETF from Resolution Capital will represent the only actively managed portfolio of global listed property securities available on the ASX. The Resolution Capital Global Property Securities Fund ETF (ASX: RCAP) will list on ...

Netwealth tops platform ratings

CHLOE WALKER  |  MONDAY, 21 FEB 2022
... increase in their scores, with Mason Stevens posting the largest relative increase in score, gaining +8.9% over 2020. Macquarie Wrap, CFS First Choice, Praemium and North also posted solid improvements. End-client mobile access was also improved, with ...

Managed accounts demand surges: BTFG

KARREN VERGARA  |  TUESDAY, 15 FEB 2022
... advisers are looking for such solutions. "Also driving the demand for managed accounts are advice practices that had used BT Wrap primarily as their main platform and have since taken the opportunity to implement managed accounts for the first time for ...

CFS awards platform technology mandate

KARREN VERGARA  |  THURSDAY, 3 FEB 2022
Colonial First State awarded a major technology mandate in a bid to revamp its wrap platform. Specialist investment platform provider FNZ won the task of transforming FirstWrap, replacing its underlying technology as CFS attempts to cement its lead ...