Search Results | Showing 321 - 330 of 6464 results for "Wrap" |
| | | The provider of ASIC corporate compliance solutions and SMSF administration announced new integrations. In what BGL says is an "industry first", the company announced an integration with Smarter SMSF which will allow CAS 360 and Simple Fund 360 clients ... |
| | | | ... wealth management Alex Wade said: "We're pleased to be reducing fees for existing and new clients of MyNorth - AMP's flagship wrap investment platform. "In the last 12 months we've continued to improve MyNorth, including adding a range of managed portfolios ... |
| | | | ... and investment administrator is rebranding as it gears up for the launch of both a superannuation and non-superannuation Wrap solution. Managed Accounts Holdings - also known as managedaccounts.com.au - is rebranding to Xplore Wealth. The company said ... |
| | | | ... responsible for the firm's relationships with about 7000 financial advisers who use Macquarie wealth products, including its wrap platform, cash management accounts and managed accounts offerings. Garrett has been with Macquarie for 19 years, and previously ... |
| | | | ... 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 ... |
| | | | ... included about $657 million of outflows from its "BT badges." IOOF said it replicated BT's Open offer via its Insignia Wrap range, which launched in October 2018. It grew to $976 million in FUA by the end of 2018, but net transfers to other BT badges ... |
| | | | MLC Wealth chief executive Geoff Lloyd is making his biggest call since joining the group five months ago, slashing wrap administration fees to run one of the cheapest platforms in Australia. Additionally, Lloyd is lowering administration fees for the ... |
| | | | Managed Accounts Holdings (MGP) has made several changes to its leadership team, which includes two promotions. Pamella Wilson was promoted to group chief operating officer, following roles as a senior business analyst and acting head of IT positions. ... |
| | | | ... HUB24 picked up more than $2 billion between of FUA in the six months between June 30 and December 31 last year. Overall, the wrap, platform and master trusts are inching towards the trillion dollar mark, according to September-end analysis from Strategic ... |
| | | | ... client response team at Zurich Financial Services. He moved across to the business development team responsible for Zurich's wrap platform. "Great to join BT and be part of the Panorama growth journey and success," La Macchia said in a LinkedIn post. ... |
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