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Showing 11 - 20 of 1801 results for %22Grow Wrap%22

Investment Trends ranks top five platforms

ANDREW MCKEAN  |  THURSDAY, 15 FEB 2024
... following its introduction of a broad range of enhancements. Likewise, the newly launched Colonial First State (CFS) Edge Wrap platform earned praise for its "harmoniously blended sophistication and affordability" and focus on operational efficiency ...

Insignia Financial touts strong start to FY24, simplification

JAMIE WILLIAMSON  |  THURSDAY, 25 JAN 2024
... to see strong momentum in flows into our flagship and workplace platforms. However, we have experienced outflows from MLC Wrap ahead of transition to the contemporary Evolve platform in April." Among the group's strategic initiatives is the client wellbeing ...

What you read in 2023

JAMIE WILLIAMSON  |  FRIDAY, 15 DEC 2023
... the appointment of his successor, the search for which is underway, will draw as many eyeballs. 2) BT to wind up Retirement Wrap (March 24) As BT readied its superannuation business for transfer to Mercer, it made the call to wind up the long-standing ...

New enhancements to Expand, CFS Edge

CHLOE WALKER  |  THURSDAY, 14 DEC 2023
... investors. Both options form part of the MLC MultiActive range of funds, formerly known as IOOF MultiMix. Insignia general manager wrap solutions and product integration Cable Rickard said the platform provider is committed to adding complementary and ...

XTBs to be delisted following collapse

CASSANDRA BALDINI  |  TUESDAY, 7 NOV 2023
... returns from individual corporate bonds issued by the top 50 ASX-listed companies. Since its inception, XTB has continued to grow its offering. It ventured into the separately managed account space in 2017 and introduced an ESG fixed income portfolio ...

Insignia's managed account FUM swells

STAFF WRITER  |  MONDAY, 23 OCT 2023
... solutions allow advisers to design unique portfolios tailored to clients' individual needs," Oliver said. "We will continue to grow our offering over the next 12 months in response to increasing demand from licensees for tailored services to meet varying ...

Government must do more after product failures: FSC, SCA

JAMIE WILLIAMSON, RACHEL ALEMBAKIS  |  FRIDAY, 1 SEP 2023
... first time they've been assessed, Insignia Financial head of superannuation Mark Oliver said the "application of the test to Wrap Platforms is more complex given members have tailored, rather than standardised, portfolios." "In addition, a majority of ...

Insignia consolidates further, creates Client Wellbeing arm

JAMIE WILLIAMSON  |  THURSDAY, 24 AUG 2023
... improvements in several areas, including strengthening its top position in the workplace super market, consolidating its Wrap platforms, growing its managed accounts and private equity capabilities.

Netwealth gears up to relaunch Core, market share expands

ANDREW MCKEAN  |  WEDNESDAY, 16 AUG 2023
Netwealth will relaunch its Core offering in September, aiming to grow its footprint in the mass affluent and emerging affluent segments, driving new revenues and boosting net inflows. The wealth management company today reported a record funds under ...

Iress adds new operations, customer service leaders

KARREN VERGARA  |  WEDNESDAY, 2 AUG 2023
Iress appointed two new leads for its Australia and New Zealand wealth businesses who will oversee client services and operations respectively. The ASX-listed firm named Amara Haqqani as its chief operating officer for wealth in Australia and New Zealand ...