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Showing 11 - 20 of 132 results for %22Wrap Plus%22

HUB24 net inflows up 72%

ALLY SELBY  |  WEDNESDAY, 22 APR 2020
... support for advisers within their network," it said. It was still working to transition the FUA from ClearView WealthSolutions wrap platform to HUB24.

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 ...

MyNorth bolsters managed portfolio offering

HARRISON WORLEY  |  TUESDAY, 18 FEB 2020
Financial advisers using AMP's wrap platform now have access to Lonsec's range of retirement managed portfolios. Lonsec has partnered with AMP to include its retirement managed portfolios as an option in the selection of managed portfolios available ...

Aussie income fund added to platforms

KRISTI CHENG  |  MONDAY, 22 JUL 2019
... wide suite of retail investment platforms. The RARE Infrastructure fund is now on eight retail investment platforms, with BT Wrap being the latest addition. It is also available on BT Panorama, Asgard, Xplore Wealth, HUB24, Netwealth, Powerwrap, and ...

Spitfire acquires adviser platform, names chief

ELIZABETH MCARTHUR, KARREN VERGARA  |  MONDAY, 3 JUN 2019
... inaugural chief executive and a chief product officer from BT Financial Group. Spitfire completed the acquisition of platform and wrap provider Wealthtrac, which is used by over 6000 advisers and clients, for an undisclosed figure. It has two wrap products ...

Colonial First State removes funds

KANIKA SOOD  |  TUESDAY, 30 APR 2019
... new index funds Earlier this month, CFS announced three new index option additions to its FirstChoice Wholesale and Wrap Plus. The conservative, diversified and growth options will charge around 0.34%. "We have seen a significant increase in demand for ...

MLC Life Insurance reviews terms and definitions

KARREN VERGARA  |  FRIDAY, 26 APR 2019
... TPD, critical illness and income protection covers will apply to MLC Insurance, MLC Insurance (Super) and MLC Insurance (wrap or SMSF) policies for new and existing customers, having taken effect on 16 April 2019. For all TPD cover, this now includes ...

Colonial First State makes major fee cuts

KANIKA SOOD  |  THURSDAY, 18 APR 2019
... for a member with $200,000. Three new index funds CFS has also added three index options to FirstChoice Wholesale and Wrap Plus. The conservative, diversified and growth options will charge around 0.34%. "We have seen a significant increase in demand ...

MLC MySuper switches to lifestage

KANIKA SOOD  |  FRIDAY, 22 FEB 2019
... found opportunities to buy growth assets and sell down defensive ones; and how it will manage the transition. "As part of the Wrap platform pricing changes announced last month, MLC Wealth chief executive Geoff Lloyd said [sic] he was continuing to modernise ...

Bennelong boutique hires analyst

KANIKA SOOD  |  WEDNESDAY, 24 OCT 2018
... 'recommended' rating from Lonsec, 'approved' from Zenith and 'superior' from SQM. It was just added to BT Panorama and BT Wrap, and is also on Hub24, Macquarie Wrap, Netwealth and Powerwrap. "The fund aims to generate a real total return of at least ...