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Showing 261 - 270 of 6472 results for "Wrap"

Advisers switch platforms amid pandemic

ALLY SELBY  |  TUESDAY, 7 JUL 2020
... Netwealth continues to lead the platform pack, followed by HUB24 in second spot. CFS First Choice, BT Panorama and Macquarie Wrap also make the top five. In terms of advice software, AdviserLogic took out the top gong for the fifth consecutive year ...

Clearstream rebrands Australian acquisition

ALLY SELBY  |  MONDAY, 1 JUN 2020
... international investors access the local market, it said, and will automate parts of funds services for Australian custodian banks, wrap platforms and wealth. This will allow them to benefit from lower costs, Clearstream said, as well as increased efficiency ...

AMP, Pendal launch new managed portfolio

ELIZABETH MCARTHUR  |  THURSDAY, 21 MAY 2020
... sustainable framework. AMP said the MyNorth Sustainable Managed Portfolio will be one of the first of its kind to be offered on a wrap platform in Australia. The portfolio will be guided by three principles: transitioning to a low-carbon economy; avoiding ...

Platform to shine light on structured products

HARRISON WORLEY  |  TUESDAY, 19 MAY 2020
... Stropro is the first to offer this kind of solution in Australia." The firm's solution - which it plans to plug into major wrap platforms to further improve structured product transparency - has impressed technology giant Microsoft to such an extent ...

Powerwrap inks strategic partnership

HARRISON WORLEY  |  MONDAY, 18 MAY 2020
... technology strategy was confirmed. Separately, Powerwrap recently confirmed the hire of former Colonial First State head of wrap Sue Wallace as special projects lead. Wallace joined the platform on a contract basis, after more than 15 years linked with ...

Few funds immune to ERS

ELIZABETH MCARTHUR  |  THURSDAY, 14 MAY 2020
... of people, withdrawing their super is not an academic exercise. People need the money." The APRA data showed BT Retirement Wrap had paid out $314 million in early release claims as of May 3. This wrap data encompassed applications across different BT ...

Macquarie advice shift offers mixed results

HARRISON WORLEY  |  FRIDAY, 8 MAY 2020
... labeled as strong. All told, around $79 billion sits across Macquarie's platforms, with the firm's expanded Macquarie Wrap managed accounts offering also performing well, ending the year around $700 million fatter at $3 billion in assets under ...

Morningstar appoints adviser solutions head

HARRISON WORLEY  |  THURSDAY, 7 MAY 2020
... management solutions lead. HUB24 senior business development manager Doug Hope has joined Morningstar, with the former Macquarie Wrap key account manager set to take care of business development for advisers and asset managers at the research house. ...

Former licensee head in new role

JAMIE WILLIAMSON  |  WEDNESDAY, 6 MAY 2020
The former managing director of a now-defunct dealer group has taken on a new leadership role at MLC. MLC has confirmed the appointment of Mark Fisher as general manager of Godfrey Pembroke and MLC Connect. Fisher wrapped up as general manager of Securitor ...

Former CFS executive joins platform

JAMIE WILLIAMSON  |  MONDAY, 27 APR 2020
The former head of Wrap at Colonial First State has joined an ASX-listed platform provider. Powerwrap has confirmed the appointment of Sue Wallace as special projects lead on a contract basis. Wallace joined the platform last month, coming from CFS ...