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Showing 331 - 340 of 6472 results for "Wrap"

Platform rebrands for next phase

JAMIE WILLIAMSON  |  TUESDAY, 12 MAR 2019
... 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 ...

Macquarie shuffles wealth leadership

HARRISON WORLEY  |  MONDAY, 25 FEB 2019
... 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 ...

MLC MySuper switches to lifestage

KANIKA SOOD  |  FRIDAY, 22 FEB 2019
... 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 ...

Outflows dent IOOF advice, funds businesses

KARREN VERGARA  |  MONDAY, 4 FEB 2019
... 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 drops wrap and super admin fees

DARREN SNYDER  |  TUESDAY, 29 JAN 2019
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 ...

MGP shuffles leadership team

KARREN VERGARA  |  MONDAY, 14 JAN 2019
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. ...

Advice groups sign on to HUB24

KANIKA SOOD  |  WEDNESDAY, 9 JAN 2019
... 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 ...

Long-serving platform expert jumps ship

JAMIE WILLIAMSON  |  TUESDAY, 18 DEC 2018
... 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. ...

Bentham AM launches mFund

KANIKA SOOD  |  WEDNESDAY, 12 DEC 2018
Richard Quin's Bentham Asset Management is launching a new mFund for its asset-backed securities (ABS) strategy as the boutique ramps up the distribution for the $130 million strategy. The now $8 billion boutique broke away from the Sydney offices ...

CFS retail sales lead joins global boutique

JAMIE WILLIAMSON  |  WEDNESDAY, 5 DEC 2018
... country. To date, GQG Partners' products have been distributed in Australia by Pacific Current Group. That partnership will wrap up in May 2019, with GQG now servicing more than 20 local clients totalling more than $2.7 billion in assets. Abernethy will ...