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Showing 201 - 210 of 6472 results for "Wrap"

MFS hunts new retail lead

JAMIE WILLIAMSON  |  WEDNESDAY, 22 SEP 2021
MFS Investment Management is searching for a new head of retail sales for its local business, as the incumbent heads to London for a new role. MFS has confirmed Ross Cartwright is wrapping up as head of retail, Australia and New Zealand at the end of ...

CMC Markets buys ANZ Share Investing

ANNABELLE DICKSON  |  FRIDAY, 17 SEP 2021
The online trading platform is set to pay $25 million for the big four bank's share investing client base as the latter continues to simplify its banking strategy. The transaction will see 500,000 ANZ Share Investing clients with total assets in excess ...

Fiducian expands NZ footprint

JAMIE WILLIAMSON  |  WEDNESDAY, 8 SEP 2021
... Growth Fund, India Fund, Property Securities Fund, Technology Fund, Balanced Fund and Ultra Growth Fund via the Consilium Wrap and MMC Wealth Administration platforms. "Bringing investment capabilities that have proven superior performance, Fiducian ...

BT Panorama down for a week

ELIZABETH MCARTHUR  |  MONDAY, 9 AUG 2021
... orders they may tell me to prove our intention to place the trades and when." Just last month, BT finished migrating all its wrap clients over to the Panorama platform. The move added another 150,000 accounts $56.6 billion to Panorama from BT Wrap. "Having ...

Zenith adds client to Macquarie Wrap

ANNABELLE DICKSON  |  FRIDAY, 23 JUL 2021
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 ...

Platform FUM grows

ANNABELLE DICKSON  |  FRIDAY, 16 JUL 2021
... to the previous corresponding period. Further to this, BT Panorama recently announced it completed the migration of its BT Wrap clients, bringing its total funds under administration to over $100 billion.

No charges in AMP BOLR investigation

JAMIE WILLIAMSON  |  FRIDAY, 16 JUL 2021
ASIC's criminal investigation into AMP's fee-for-no-service conduct related to its Buyer of Last Resort Policy has wrapped up, with the regulator and Commonwealth Director of Public Prosecutions determining no charges should be brought. Under ...

BT Panorama completes migration

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
BT Panorama has completed the migration of its BT Wrap clients, bringing its total funds under administration to over $100 billion. The final tranche of nearly 50,000 accounts worth over $15 billion in funds under administration have migrated to BT ...

FSC launches DDO templates

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
The Financial Services Council (FSC) and 60 of its members have worked together to launch two products ahead of the design and distribution obligations (DDO) regime. The FSC and members from life insurance, funds management and superannuation have collaborated ...

Adviser platform satisfaction slips

ANNABELLE DICKSON  |  WEDNESDAY, 7 JUL 2021
... 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 ...