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Showing 271 - 280 of 6471 results for "Wrap"

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 ...

WealthO2 appoints national BDM

ALLY SELBY  |  WEDNESDAY, 4 MAR 2020
... Custodial Services, where he worked in its investment administration and client services team. Prior to this, Moore worked as a wrap administrator for Macquarie Bank. Bernasconi said the appointments come in response to the platform's recent growth. ...

Three ETFs axed by Morningstar

KANIKA SOOD  |  TUESDAY, 25 FEB 2020
... core strategy or a factor based." BetaShares chief executive Alex Vynokur told Financial Standard. YMAX was dropped from MLC Wrap and Navigator last month.

New Aussie ETF to invest in FAANGs

KANIKA SOOD  |  FRIDAY, 21 FEB 2020
ETF Securities is set to launch a new exchange traded fund on the ASX that will invest in 10 companies including Facebook, Apple, Amazon and Google which together returned 45% last year. The ETF's will hold 10 stocks in equal weighting, adding names ...