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| | | A listed diversified financial services company has awarded HUB24 a $1 billion mandate, as it moves away from its own wrap platform. ClearView will migrate the $1 billion from its own WealthSolutions wrap platform to HUB24, subject to all regulatory ... |
| | | | ... 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 ... |
| | | | ... told staff that it was committed to helping rebuild trust in the financial advice industry. Patrick Clarke, who was head of wrap and self-managed superannuation at ANZ, is among those to have left in recent weeks. The pensions and investments division ... |
| | | | ... Custodial Services, where he worked in its investment administration and client services team. Prior to this, Moore worked as a wrap administrator for Macquarie Bank. Bernasconi said the appointments come in response to the platform's recent growth. ... |
| | | | ... core strategy or a factor based." BetaShares chief executive Alex Vynokur told Financial Standard. YMAX was dropped from MLC Wrap and Navigator last month. |
| | | | ETF Securities is set to launch a new exchange traded fund on the ASX that will invest in 10 companies including Facebook, Apple, Amazon and Google which together returned 45% last year. The ETF's will hold 10 stocks in equal weighting, adding names ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | ... alternatives, as traditional investments continue to provide low returns, according to a new Morningstar report. The Multi Sector Wrap report examines 78 multisector funds, and found that industry funds are "far more aggressive" with their allocations ... |
| | | | Macquarie recently launched a new low-cost investment menu to its Wrap platform, designed to help financial advisers provide high-quality investment options to clients with simpler investment needs. Macquarie's multi-year effort to reset its platform ... |
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