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Showing 301 - 310 of 6464 results for "Wrap"

Advice software firm appoints sales lead

KRISTI CHENG  |  WEDNESDAY, 31 JUL 2019
... planning businesses with which to introduce WealthO2's transparent, low cost and unconflicted alternative to traditional Wrap services." said Bernasconi. WealthO2 was established in 2015 and has grown close to $1.5 billion through referrals. "In ...

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 ...

AMP bolsters managed portfolio offering

HARRISON WORLEY  |  WEDNESDAY, 3 JUL 2019
AMP moved to strengthen the managed portfolio offering on its flagship wrap platform. Wealth manager AMP added Zenith Investment Partners and Quilla Consulting to the managed portfolio range on MyNorth, and will partner with advice practices to create ...

Xplore Wealth launches new solution

HARRISON WORLEY  |  WEDNESDAY, 3 JUL 2019
In its first major move since rebranding, Xplore Wealth launched a new wrap platform. The first major product initiative since shedding its managedaccounts.com.au branding earlier this year, Xplore Wrap is Xplore Wealth's new platform offering to advisers ...

Aberdeen Standard hires retirement head

HARRISON WORLEY  |  THURSDAY, 20 JUN 2019
Aberdeen Standard Investments has moved to accelerate its shift to a major retirement solutions provider in Australia, appointing a former Ernst and Young wealth partner as head of retirement. The global asset manager recruited EY wealth management ...

Fee discounts harder for active ETFs

KANIKA SOOD  |  TUESDAY, 18 JUN 2019
... Fidante Partners investment specialist Sam Morris. "It is much easier to administer fee rebates via unlisted trusts through wrap platforms with audit trails and reconciliation issued back to the end clients. With ETFs you can't really have established ...

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 ...

TelstraSuper names chief risk officer

KARREN VERGARA  |  WEDNESDAY, 29 MAY 2019
... risk officer in February. She will transition to the permanent role immediately. Prior to TelstraSuper, Taylor was head of wrap operations at Colonial First State for nearly two years. She also held senior roles at CBA as executive manager of risk and ...

Chief economist update: Glass half-full or US recession on the way?

BENJAMIN ONG  |  WEDNESDAY, 29 MAY 2019
"It is a riddle, wrapped in a mystery, inside an enigma..." Sir Winston Leonard Churchill may be describing Russia's intentions and interests when he made this now famous quote back in 1939 (before he became UK Prime Minister 1940-1945) but Churchill's ...

NAB sells fund administration business

HARRISON WORLEY  |  MONDAY, 20 MAY 2019
... markets". Clearstream said it plans to expand Ausmaq's current service offering, to provide Australian custodian banks, wrap platforms and wealth managers with access to Vestima, its fully-automated global funds processing platform. Ausmaq chief ...