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Showing 1 - 10 of 29 results for "WealthFocus"

Uptick in adviser numbers: Research

KARREN VERGARA  |  WEDNESDAY, 3 MAY 2023
... The platform most frequently used by advisers are Colonial First Choice, BT Panorama and Macquarie Warp, Perpetual WealthFocus, North and Asgard.

Equity Trustees, OnePath dominate choice heatmap failure

KARREN VERGARA  |  WEDNESDAY, 26 APR 2023
... FirstChoice Super), AvSuper, Nulis Nominees (MLC Super), BT Funds Management (Retirement Wrap), EISS Super, Perpetual (WealthFocus Superannuation Fund) and REI Super. But it was Equity Trustees and OnePath that dominated the worst performers. Equity ...

What you read in 2022

CASSANDRA BALDINI  |  FRIDAY, 16 DEC 2022
... Australian Meat Industry Superannuation Trust, BUSSQ, First Super, Meat Industry Employees Superannuation Fund, Perpetual WealthFocus, Qantas Super, REI Super and TWUSUPER. Several other funds were named, the bulk of which have taken steps to improve ...

Thirty-eight super funds face sustainability issues: APRA

JAMIE WILLIAMSON  |  WEDNESDAY, 30 MAR 2022
... Australian Meat Industry Superannuation Trust, BUSSQ, First Super, Meat Industry Employees Superannuation Fund, Perpetual WealthFocus, Qantas Super, REI Super and TWUSUPER. Several other funds were named, the bulk of which have already taken steps to ...

AMP hands down tech mandate

KARREN VERGARA  |  THURSDAY, 10 MAR 2022
... 2145 advisers using the platform. North sits behind Colonial First State (3119), BT Panorama (2535) and Perpetual WealthFocus (2271).

CFS awards platform technology mandate

KARREN VERGARA  |  THURSDAY, 3 FEB 2022
... provider, both for aligned and non-aligned advisers, followed by BT's Panorama and Asgard, Macquarie Wrap, Perpetual's WealthFocus, and AMP's North. CFS Super chief executive Kelly Power said: "While we already have a strong position in the master trust ...

Choice products not so choice: APRA

CHLOE WALKER, KARREN VERGARA  |  FRIDAY, 17 DEC 2021
Several superannuation funds that flunked the inaugural Your Future, Your Super test, are also failing Choice members, the latest APRA heatmaps reveal. The prudential regulator slapped retail and industry superannuation funds alike with the lowest grade ...

FirstChoice dominates platform market

KARREN VERGARA  |  THURSDAY, 29 APR 2021
... Colonial FirstChoice is the 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 ...

Adviser numbers at five-year low

KARREN VERGARA  |  FRIDAY, 23 APR 2021
... FirstChoice tops the chart, housing 10,072 advisers with an 11% market share. AMP Flexible Lifetime (6876), Perpetual WealthFocus (5992), Asgard (5477) and BT Wrap (5208) make up the top five most-used platforms. Outside of the major platforms, Netwealth ...

Departure at Perpetual small caps team

KANIKA SOOD  |  TUESDAY, 15 DEC 2020
... of multi-manager Theo Sofios also left. On product front, it has axed geared investment options and revised fees on WealthFocus platform.
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