Search Results | Showing 1 - 10 of 1803 results for %22Grow Wrap%22 |
| | | ASIC commissioner Simone Constant says the regulator's new report on exorbitant advice fee deductions is not a criticism of advisers, rather of trustees failing basic obligations, with more still needing to be done by the reviewed funds some 12 ... |
| | | | ... commercial officer Dave Woodall said onboarding AvSuper is an important step in the fund's expansion strategy. "By continuing to grow our national footprint, we're well on the way to achieving our target of $500 billion in funds under management by 2030 ... |
| | | | Janus Henderson has acquired the wealth management arm of the National Bank of Kuwait, NBK Wealth, as well as European ETF provider, Tabula Investment Management. The US$353 billion asset manager said in its Q1 2024 results that NBK Wealth's private ... |
| | | | ... under management increase by $11.7 billion (up 3.9%) to $312.3 billion as at March 31, and has completed the migration of MLC Wrap to Expand. Total net outflows for the quarter were $1.7 billion, largely reflecting the transitory impact of execution ... |
| | | | The annual list of the world's most innovative wealthtech companies was recently released, with several Australian firms making the cut. Iress, GBST, Practifi, Lumiant, and Ignition Advice were all on the list, which was selected by a panel of industry ... |
| | | | ... migration of over 1300 assets, thousands of transactions, tax parcel data and unit pricing across the group's IDPS, super wrap, and funds management offering, it said. Fiducian has some $13.1 billion in funds under management, administration and advice. ... |
| | | | ... strategy. She also previously served as chief product owner for wealth management, worked in product development for Macquarie Wrap, and was a product manager in the superannuation business. She's also spent time as a state sales manager for Victoria ... |
| | | | The platform welcomed a chief experience officer, chief technology officer, and head of marketing and communication. Selfwealth said it is investing in new talent, adding to its leadership in a demonstration of its commitment to driving innovation and ... |
| | | | AMP's North wrap platform has introduced a feature that enables financial advisers to select investments by entering a client's target portfolio weightings. The investment switch functionality is designed to better align with how advisers construct ... |
| | | | ... due to the sale of Millennium3, closure of Lonsdale, and changes to Bridges. The migration of clients and assets from MLC Wrap to the Expand platform is also tracking to schedule, to be completed in April. Underlying NPAT for the platforms business declined ... |
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