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Showing 341 - 350 of 6487 results for "Wrap"

Principal appoints insto sales director

ELIZABETH MCARTHUR  |  TUESDAY, 9 APR 2019
... distribution capability in Australia. Kilroy joined Principal from Macquarie Group where he was associate manager in the Wrap Adviser Service team.

Alternative platform launches

HARRISON WORLEY  |  TUESDAY, 2 APR 2019
... Platform, which uses the Holder Identification Number (HIN) of end investors to hold investments, rather than the custodial wrap model employed by many Australian platforms. The firm said its new "alternative" offering would offer advisers and clients ...

Managed accounts provider hires executive

KARREN VERGARA  |  TUESDAY, 26 MAR 2019
... of Australian Scholarships Group and previously led the administration, product development and adviser service for MLC's Wrap and Navigator platforms. Prior to that, Hawkins held senior roles at Aviva Australia for more than 18 years including strategic ...

BGL announces new integrations

ELIZABETH MCARTHUR  |  MONDAY, 25 MAR 2019
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 ...

AMP cuts MyNorth fees

ELIZABETH MCARTHUR  |  TUESDAY, 19 MAR 2019
... 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 ...

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 ...