Search Results | Showing 11 - 20 of 123 results for "Wraps" |
| | | ... provides general financial product advice and deals in life insurance, managed funds and managed investment schemes; platforms, wraps and portfolio services; retirement savings accounts; superannuation; cash accounts and term deposits; securities and ... |
| | | | ... losses instigated by the global pandemic, the latest Plan For Life data show. The sector, which comprises mutual funds on wraps, platforms and master trusts, reached $824.3 billion for the period, according to actuary and research firm, recovering from ... |
| | | | ... 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 Storm Financial directors Emmanuel and Julie Cassimatis. In ... |
| | | | ... financial planner, having kicked off his career as a planner Empire Financial Planning in 2010. Howell's appointment wraps up a month of significant change at ClearView. Late last week it was rated for the first time ever by credit rating issuer ... |
| | | | ... networked BDM resource, to explain the benefits of WealthO2's unconflicted, low cost alternative to the product platforms and wraps." Bernasconi said Schapkaitz's proven business track record would make him an asset to the team. "Greg is a welcome addition ... |
| | | | ... increase and Commonwealth/Colonial saw 5%. There was more modest growth at Macquarie (4.3%), Mercer (4.2%) and BT (3.7%). Wraps now account for $414.2 billion of FUM from the total masterfunds market, up 8.8% over the past 12 months with inflows of $96.6 ... |
| | | | ... banking and financial services, focusing on institutional partnerships. Prior to this, he was a senior BDM at Asgard and a wraps specialist at BT Financial Group. |
| | | | ... established competitors. The research found a total $37.7 billion rise in funds under management over the year to June 2019 for wraps, platforms and master trusts. The masterfund market overall was up 4.4% this year to a total of $885.9 billion by 30 ... |
| | | | ... to have to impose the same capital requirements on a managed account operator that they have for responsible entities and wraps - so a maximum of $5 million," he said. "They'll still let us run the money the way we're doing it - and a wrap do it the ... |
| | | | ... 17% to $51 billion in the 12 months to March, according to Rainmaker data. Platform funds under administration in trusts, wraps and selected managed accounts platforms increased 3% over the period - reaching $699 billion. That annual lift in FUA amounted ... |
|
