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| | | ... Global Markets (47% of net profit) and Macquarie Capital (8%) were down as well. Platform and wealth Funds on its platforms (Wrap and Vision) grew to $89.3 billion at September end, which is an increase of 20% since March. The expanded Macquarie Wrap ... |
| | | | ... estimated the average adviser uses about five different platforms. Five platforms had 5-6% market share. This includes BT Wrap (5122 advisers and 5.7% market share), North (5019 advisers and 5.5% market share), AMP Flexible Super (4919 advisers and 5.4% ... |
| | | | ... development manager in its wealth solutions division. Prior, she worked as platform operations specialist at Colonial First State Wrap and as a wealth recruitment consultant at Stirling Andersen. T. Rowe Price said the appointment strengthens its adviser ... |
| | | | ... 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 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
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