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Showing 301 - 310 of 6472 results for "Wrap"

Netwealth top for FUM growth

ELIZABETH MCARTHUR  |  FRIDAY, 4 OCT 2019
... masterfunds market with $399.3 billion in funds under management and experienced 7.3% growth over the year. AMP had the biggest wrap growth (19.7%) followed by BT (16.9%) and Macquarie (11.6%). However, BT still dominates the market from an administrator ...

The importance of reducing risk

ELIZA BAVIN  |  THURSDAY, 26 SEP 2019
... ever to reduce risk in your portfolio to ensure the best outcomes for your clients. Speaking at the Copia Reporting Season Wrap Up lunch in Sydney, Vertium Asset Management's chief investment officer Jason Teh said retirees need to manage sequencing ...

AMP launches fee calculator

KRISTI CHENG  |  TUESDAY, 24 SEP 2019
... AMP has launched a new fee calculator allowing financial advisers and clients to produce fee calculations for its MyNorth wrap platform. Through a web-based calculator, advisers and clients enter their intended investment amount in either their super ...

Perpetual in acquisition mode

KANIKA SOOD  |  FRIDAY, 23 AUG 2019
... financial year. The remaining $20 billion is split as about $14 billion from the intermediary channel (through master trust and wrap), $4.9 billion through direct retail or adviser-led (but not master trust and wrap) channels and the finally, the listed ...

Netwealth FUA, adviser numbers rise

KARREN VERGARA  |  MONDAY, 19 AUG 2019
... and have grown strongly, we have also experienced significant growth in our Investor Directed Portfolio Service (IDPS or Wrap account) which now represents approximately 60% of our FUA and 70% of our annual net inflows," they added. They pointed out ...

ASIC to crack down on platform fees

ELIZABETH MCARTHUR  |  WEDNESDAY, 14 AUG 2019
... entities and wraps - so a maximum of $5 million," he said. "They'll still let us run the money the way we're doing it - and a wrap do it the way they're doing it - but they'll change the capital requirements." Financial Standard understands the findings ...

Xplore continues hunt for chief executive

ELIZABETH MCARTHUR  |  FRIDAY, 2 AUG 2019
... administration were up slightly to $13.59 billion from $13.29 billion mainly due to market movement. It also launched a new wrap - the first product to be launched under the Xplore Wealth brand rather than its former name, managedaccounts.com.au. That ...

Managed accounts hit milestone

ELIZABETH MCARTHUR  |  WEDNESDAY, 31 JUL 2019
Managed accounts have reached a growth milestone, now making up 29% of the investment market in Australia. Managed accounts funds under administration grew by 17% to $51 billion in the 12 months to March, according to Rainmaker data. Platform funds ...

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 ...