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Showing 11 - 20 of 100+ results for "Macquarie Wrap"

FS team picks: The top stories for 2020

ELIZABETH MCARTHUR, KANIKA SOOD  |  THURSDAY, 17 DEC 2020
... business side of running a funds management business and informed readers on how platforms, like Netwealth and Macquarie Wrap, and asset consultants are evolving, along with the regulatory environment in which they operate. These are our top picks for ...

Macquarie profits slide 32%

KANIKA SOOD  |  FRIDAY, 6 NOV 2020
... (Wrap and Vision) grew to $89.3 billion at September end, which is an increase of 20% since March. The expanded Macquarie Wrap managed accounts offering added $1 billion in the same period, to it $4 billion. Wealth management fee income was $136 million ...

The platforms with the most advisers

KANIKA SOOD  |  TUESDAY, 3 NOV 2020
... share), North (5019 advisers and 5.5% market share), AMP Flexible Super (4919 advisers and 5.4% market share), Macquarie Wrap (4709 advisers and 5.2% market share) and IOOF (4539 advisers and 5% market share). BT Panorama was used by an estimated 3332 ...

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 ...

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 ...

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. ...

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 ...

Netwealth leads the platform pack

ALLY SELBY  |  TUESDAY, 18 FEB 2020
... It named the top five platforms as Netwealth, HUB24, BT Panorama, Praemium and OneVue. Investment Trends awarded Macquarie Wrap the 'best new functionality award', for its digital portfolio manager product, which it said, helps advisers deliver affordable ...

HUB24 upgrades distribution capabilities

HARRISON WORLEY  |  THURSDAY, 5 DEC 2019
... the firm's large licensee clients. Joining Pearson and Paje as new additions to the distribution team is former Macquarie Wrap key account manager Doug Hope, who will take the role of senior business development manager. HUB24 said Hope's appointment ...