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Showing 261 - 270 of 6464 results for "Wrap"

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 ...

HUB24 net inflows up 72%

ALLY SELBY  |  WEDNESDAY, 22 APR 2020
... support for advisers within their network," it said. It was still working to transition the FUA from ClearView WealthSolutions wrap platform to HUB24.

Isolated advisers enter the digital age

ALLY SELBY  |  THURSDAY, 9 APR 2020
... make it easier for me to deliver results for my clients." Davis uses wealth management platform BT Panorama and Macquarie Wrap to manage his client's portfolios, Xero for accounting, Xplan for client CRM, and video-conferencing tool Zoom for meetings ...

Court confirms Storm Financial founders breached duties

JAMIE WILLIAMSON  |  FRIDAY, 27 MAR 2020
The Full Federal Court has confirmed the directors of Storm Financial Group breached their duties as directors, dismissing their appeal of ASIC's 2016 decision. The determination wraps up an appeal against the regulator's original decision by ...

Wealth manager appoints new head of advice

HARRISON WORLEY  |  FRIDAY, 27 MAR 2020
A former Westpac operations manager has been appointed to lead the financial advice capabilities of a listed wealth manager. ClearView has confirmed its appointment of Nick Howell as the firm's new head of advice. "Nick's appointment is part ...

ClearView rated stable

HARRISON WORLEY  |  FRIDAY, 20 MAR 2020
... the firm to date. Earlier this week it awarded a $1 billion platform mandate to HUB24, as it transitions away from its own wrap platform. The deal will see ClearView migrate $1 billion from its WealthSolutions platform to HUB24, however the firm will ...

HUB24 wins $1b mandate

ALLY SELBY  |  THURSDAY, 19 MAR 2020
A listed diversified financial services company has awarded HUB24 a $1 billion mandate, as it moves away from its own wrap platform. ClearView will migrate the $1 billion from its own WealthSolutions wrap platform to HUB24, subject to all regulatory ...

MLC changes super fees, adds menu

KANIKA SOOD  |  WEDNESDAY, 11 MAR 2020
... benefit 40,000 retail and wholesale clients. Effective April 20, MLC will also offer a new core investment list on its Series 2 Wrap. This menu will have MLC's Horizon, Index Plus and Inflation Plus portfolios. It will charge administration fee of ...

ANZ wealth exit sees hundreds of jobs go

ELIZABETH MCARTHUR  |  MONDAY, 9 MAR 2020
... told staff that it was committed to helping rebuild trust in the financial advice industry. Patrick Clarke, who was head of wrap and self-managed superannuation at ANZ, is among those to have left in recent weeks. The pensions and investments division ...