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Showing 211 - 220 of 6464 results for "Wrap"

FirstChoice dominates platform market

KARREN VERGARA  |  THURSDAY, 29 APR 2021
... 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 ...

Adviser numbers at five-year low

KARREN VERGARA  |  FRIDAY, 23 APR 2021
... 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 owns the biggest market share at ...

Managed accounts prop up platforms

ANNABELLE DICKSON  |  FRIDAY, 16 APR 2021
... Dunnin said managed accounts are the only growth vector in the platform market. "It shows the managed account share of the wrap platform segment to have ballooned five-fold between December 2017 to December 2020 from 10% to more than 50%," Dunnin said. ...

Elston grows distribution team

ANNABELLE DICKSON  |  WEDNESDAY, 7 APR 2021
... services Mark Smith said. "We're now working with over 200 advisers nationally. Our models are available on six of the leading wrap platforms. And we have just surpassed $3 billion FUM." The appointments come after Elston made two appointments to its ...

Praemium expands distribution footprint

KARREN VERGARA  |  TUESDAY, 6 APR 2021
... platform survey found HUB24 ranked first for its functionality, followed by Netwealth, Praemium, BT Panorama and Macquarie Wrap.

Dimensional to use Calastone solution

KANIKA SOOD  |  TUESDAY, 30 MAR 2021
Dimensional Fund Advisors has signed up for Calastone's new distribution data solution. Calastone's new Wrap Reporting service will provide fund managers adviser-directed fund flow data from different platforms. The firm said it actively worked ...

AMP announces new managed portfolio partnership

ANNABELLE DICKSON  |  MONDAY, 15 MAR 2021
... Hillross Financial Services and services clients in Far North Queensland. Coral Coast managing director Craig Armstrong said the wrap platform and managed portfolio structure simplifies investment decisions for the firm's clients. "The portfolios combine ...

Boutique manager hires from Talaria

ANNABELLE DICKSON  |  MONDAY, 8 MAR 2021
... Share Fund. Research house Morningstar commenced covering the Sustainable Share Fund in its latest Australian Equities Sector Wrap, giving the fund a bronze rating.

Prime Value hires from MLC

ELIZA BAVIN  |  WEDNESDAY, 3 MAR 2021
... connection with financial advisors and dealer groups," Quek said. Prime Value funds are available via platforms including BT Wrap, Netwealth, HUB24, and Powerwrap.

Australian equities funds downgraded

ANNABELLE DICKSON  |  MONDAY, 1 MAR 2021
... more funds, including strategies from Pendal and Fidelity, than it upgraded. Morningstar's latest Australian Equities Sector Wrap downgraded 10 funds, upgraded nine and commenced ratings coverage of two new strategies. Pendal Smaller Companies slipped ...