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Showing 11 - 20 of 5893 results for %22Market Wrap AM%22

Insignia consolidates further, creates Client Wellbeing arm

JAMIE WILLIAMSON  |  THURSDAY, 24 AUG 2023
... Insignia said it is focused on 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
... over 10% increase in client accounts. As the company enters FY24, Netwealth said it's poised to further expand its market share, which has already grown to 6.7% as of March 2023, as per a Plan for Life analysis of wrap, platform, and master trust. ...

BT names distribution lead

KARREN VERGARA  |  TUESDAY, 23 MAY 2023
... financial advisers, holding 12% of the aligned segment, followed by BT Panorama which has 10.3% and Macquarie Wrap with 8.6% market share. Chief strategy and product officer Kathy Vincent said: "Jason is the right fit for the team at the right time. ...

Boutique appoints head of distribution

JAMIE WILLIAMSON  |  TUESDAY, 9 MAY 2023
... appointment will "provide strategic depth to the team as they continue to broaden their footprint in the financial advice market." "Gamboa is a strong cultural fit for the business, very sales-oriented and outcome driven but balancing that with a shared-value ...

Private markets boost Macquarie AM results

KARREN VERGARA  |  FRIDAY, 5 MAY 2023
... energy sector. During the year, MAM said it raised a record $38.2 billion in new equity from clients for a diverse private market strategy. Of the $9.6 billion in equity investments, the majority ($1.8bn) is in private markets managed funds such as new ...

BT Super, Mercer merger completes

JAMIE WILLIAMSON  |  MONDAY, 3 APR 2023
... merger will transform the super sector to the benefit of Australians. "We promised members that we would deliver them a market-leading offering in terms of benefits, performance and pricing and, today, we're delivering on that promise," Bryant said. ...

Negative wholesale funds market growth continues

ANDREW MCKEAN  |  WEDNESDAY, 8 FEB 2023
Australia's $1.6 trillion wholesale funds market has experienced negative growth, contracting 2.6% in annual terms. According to Rainmaker Information's latest Wholesale Advantage report, wholesale funds have had three consecutive quarters of negative ...

abrdn head of Aussie equities departs

ELIZABETH FRY  |  MONDAY, 30 JAN 2023
... typically a time for reflection, appreciation and enthusiasm for what lies ahead. "Many of you would know that 2022 saw me wrap up my time with abrdn and farewell the wonderful people that have made my 18-year journey nothing short of remarkable," she ...

Managed accounts dominated by SMAs

ANDREW MCKEAN  |  WEDNESDAY, 21 DEC 2022
... they can engage with them more easily." "Explosive growth in managed accounts combined with sustained financial adviser market compression suggests this trend of SMA dominance will continue." A Rainmaker Information statement said the rapid growth of ...

BT head joins Colonial First State

ANDREW MCKEAN  |  THURSDAY, 8 DEC 2022
... particularly with the upcoming launch of Edge in Q1 2023. As previously reported by Financial Standard, Edge is CFS's new wrap platform, which has been called the first major Australian wealth platform innovation in the last decade. Quirk said the new ...