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Showing 311 - 320 of 6471 results for "Wrap"

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 ...

Colonial First State removes funds

KANIKA SOOD  |  TUESDAY, 30 APR 2019
... Three 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 ...

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 ...

Rush of advisers sign up before FASEA deadline

ELIZABETH MCARTHUR  |  FRIDAY, 26 APR 2019
The final quarter of 2018 saw more than 4000 financial advisers sign up to ASIC's Financial Adviser Register. According to a Rainmaker analysis of ASIC data, an extra 4037 financial advisers registered as authorised representatives to meet FASEA's ...