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Showing 241 - 250 of 6464 results for "Wrap"

IOOF appoints executive, continues growth push

ELIZA BAVIN  |  THURSDAY, 29 OCT 2020
... role." Weldon has worked at IOOF for over nine years holding a number of senior positions. Prior to that he was manager, wrap investments at MLC Australia. He has also held positions at Aviva and Challenger. "The executive team and I are committed to ...

BT cuts Wealth Connect

ALLY SELBY  |  FRIDAY, 16 OCT 2020
BT has proposed changes to its Wealth Connect business which could see at least 38 roles become redundant, as Westpac continues to review its wealth platform, superannuation, investments and insurance businesses. BT's Wealth Connect team provides ...

ClearView pushes ahead with SFT

KARREN VERGARA  |  FRIDAY, 9 OCT 2020
... business. "This is an exciting strategic partnership for ClearView. We are committed to delivering a high-quality, differentiated wrap-based offer to advisers and clients, with a focus on adviser efficiency, offering choice and value for money," he s ...

Geoff Lloyd to leave MLC

KANIKA SOOD  |  WEDNESDAY, 7 OCT 2020
... communicating and driving a strategy that gave clarity to refocus, modernise and grow. "The team has significant momentum with the wrap business back into net inflow, significantly increased client NPS [net promoter score] and reduced longstanding outflows ...

BT head of platforms departs

JAMIE WILLIAMSON  |  WEDNESDAY, 7 OCT 2020
... having joined its contact centre as a part-time employee in 2006 and worked her way up through a number of roles, including Wrap product manager and head of Panorama management and implementation. BT head of investment product solutions Rodney Greenhalgh ...

Masterfund assets decline

KARREN VERGARA  |  WEDNESDAY, 23 SEP 2020
The masterfunds sector lost $38.4 billion over the 2019-20 financial year but has almost recovered the losses instigated by the global pandemic, the latest Plan For Life data show. The sector, which comprises mutual funds on wraps, platforms and master ...

New managed portfolio on MyNorth

ELIZA BAVIN  |  MONDAY, 14 SEP 2020
... design and build the new offer, which includes four separately partnered managed portfolios. Shaune Egan, AMP's director wrap product, said the new offer reflects AMP's ongoing commitment to establish MyNorth as the leading wrap platform in the ...

Credit Suisse names preferred investment options

ELIZA BAVIN  |  TUESDAY, 8 SEP 2020
... benefit from the PES acquisition," they said. "We can also see a pathway for Link to de-gear without raising equity." Since the wrap-up of the August 2020 reporting season, Credit Suisse said its order of preference for platform providers is IOOF, AMP ...

Macquarie introduces new wrap cash fee

ELIZABETH MCARTHUR  |  TUESDAY, 25 AUG 2020
Macquarie Wrap cash account holders have been hit with a cash administration fee, to be deducted from the interest accrued, which is higher than the interest rate. The changes impact users of Macquarie Wrap, which has a cash account through which all ...

Platform business in administration

KANIKA SOOD  |  THURSDAY, 13 AUG 2020
... who failed to meet its obligations under a subscription agreement was not named. Last year, Spitfire acquired platform and wrap provider Wealthtrac, which at the time was used by 6000 advisers with $2 billion in funds under management, as it set its ...