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Showing 271 - 280 of 6487 results for "Wrap"

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 ...

Macquarie to transfer legacy pension product

KANIKA SOOD  |  MONDAY, 10 AUG 2020
Macquarie will transition pension members in its legacy SuperOptions product to a wrap style pension product, in a bid to lower administration fees and expand the investment offering. Macquarie closed the SuperOptions product to new members in June ...

AMP launches new managed portfolios

JAMIE WILLIAMSON  |  TUESDAY, 4 AUG 2020
... passive strategies into a unique, low-cost investment, delivered simply and efficiently through MyNorth," AMP director of wrap product Shaune Egan said. "Our strategy for MyNorth is anchored to the three aspects we know advisers and clients most value ...

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 ...