The latest issue of Financial Standard now available as an e-newspaper
|Showing 1 - 10 of 100+ results for "Macquarie Wrap"|
|Six separately managed accounts from Dimensional and Pendal have been made exclusively available on Macquarie Wrap. The Dimensional Sustainability Balanced Model Portfolio, the Dimensional Sustainability Growth Model Portfolio and the Dimensional Sustainability ...|
|Zenith Investment Partners has launched a new managed account client on Macquarie Wrap as adviser demand for managed account solutions soars. Zenith worked with The Moreton Group to develop a customised managed account on Macquarie Wrap, which has helped ...|
|... satisfaction at 80% followed by HUB24 (78%). Rounding out the top five were BT Panorama (75%), CFS FirstChoice (73%), Macquarie Wrap (73%). "The challenging business conditions brought by the pandemic has undoubtedly put pressure on platforms to maintain ...|
|... complemented by some exposure to international equities and cash. It is available on BT Panorama, BT Wrap, HUB24, IOOF, Macquarie Wrap, mFund, Netwealth, PowerWrap and Praemium. In May, Milford bolstered its distribution team hiring a head of wholesale ...|
|The Macquarie Wrap platform has hit new heights, recording over $100 billion in assets under administration. As at 31 March 2021, Macquarie Wrap has $101.4 billion in AUA, 21% market share and annual flows of $4.9 billion. Head of wealth product and ...|
|... most-used platform nationwide. In New South Wales and the nation's capital, Perpetual WealthFocus (6.3%) and Macquarie Wrap (6.2%) are second and third most popular platforms, respectively. In Victoria, AMP Flexible Lifetime and Asgard are frequently ...|
|... platform survey found HUB24 ranked first for its functionality, followed by Netwealth, Praemium, BT Panorama and Macquarie Wrap.|
|Macquarie announced its separately managed accounts (SMAs) on the Macquarie Wrap platform have exceeded $5 billion in funds under administration. Macquarie said the milestone demonstrates the strength of its platform and the continued interest shown ...|
|... research director King Loong Choi said. Rounding out the top five are Praemium (84.8%), BT Panorama (82.4%) and Macquarie Wrap (76.5%). The research house said it was clear this year that platforms are responding to the needs of financial advisers with ...|
|... executive director respectively. Roderick spent 14 years at Macquarie Bank where he was responsible for establishing Macquarie Wrap, the Professional Series, and retail life insurance businesses, as well as leading the Cash Management Trust. Pettiona ...|
Australian Ethical introduced a new high conviction fund to wholesale clients, investing in a range of sectors including local healthcare, renewables and technology stocks within the S&P ASX 300.
The super industry is calling for mandated consistency on portfolio holdings disclosure after it was recommended the Future Fund be exempt from disclosing commercially sensitive information.
Capstone Financial Planning has revoked the authorisation of Mark Babbage, the Victorian financial adviser jailed for breaching Western Australia's strict border restrictions to attend the AFL Grand Final.
Ellerston Capital will terminate the Morphic Global Opportunities Fund later this month as a result of dwindling funds under management.
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