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Showing 351 - 360 of 6464 results for "Wrap"

Super funds countdown to Royal Commission

KARREN VERGARA  |  MONDAY, 9 JUL 2018
Superannuation funds called up to the financial services Royal Commission now have less than four weeks to prepare, as the fifth round commences on August 6 in Melbourne. The fourth round of hearings, which focused on agricultural financing and interactions ...

Leave dividend imputation system as is: Plato

KARREN VERGARA  |  WEDNESDAY, 4 JUL 2018
Plato Investment Management has set up an online petition to ensure the current dividend imputation system remains untouched should the Labor Party win the next federal election. The fund manager has already garnered the support of 500 signatories. ...

Software provider wins European asset management mandate

HARRISON WORLEY  |  MONDAY, 25 JUN 2018
... investing. The software provider said Sonata was a customer-centric digital platform, with the capability to support investment, wrap, pensions and life insurance products across multiple distribution channels. Bravura added the platform could streamline ...

Technical Services Forum looks at tax and aged care

KANIKA SOOD  |  FRIDAY, 8 JUN 2018
A room full of finance professionals tackled tricky case studies at the Challenger Financial Standard Technical Forum in Sydney yesterday afternoon. Technical services professionals from IOOF and BT Financial Group presented case studies based on two ...

Netwealth boosts class action involvement

JAMIE WILLIAMSON  |  TUESDAY, 5 JUN 2018
... class actions within the platform's Corporate Actions Diary to clients with a Netwealth Wealth Accelerator or Investment Wrap account. If they meet the eligibility requirements outlined, clients can then notify Netwealth if they wish to participate ...

Advisers still resistant to social media

JAMIE WILLIAMSON  |  THURSDAY, 31 MAY 2018
About 60% of financial advice practices are yet to integrate social media into client engagement strategies despite the majority of Australians using some form of social media every day. Latest research from Netwealth shows 40% of advice practices use ...

New partnership to simplify estate planning

JAMIE WILLIAMSON  |  MONDAY, 21 MAY 2018
... entire financial world." "We are thrilled to provide our clients with secure, direct access to Macquarie's comprehensive Wrap platform and its popular cash management accounts. Ultimately consumers will - and should - control their own data," Ridd ...

Vertical integration needs overhaul: Poll

KANIKA SOOD  |  MONDAY, 14 MAY 2018
As the advice industry reels from the impact of Royal Commission misconduct revelations that stemmed from vertically-integrated models, seven in ten Financial Standard readers are of the opinion these model need a revamp. Starting May 7, we asked our ...

Macquarie partners with wealth fintech

ALEX BURKE  |  TUESDAY, 8 MAY 2018
... entire financial world." "We are thrilled to provide our clients with secure, direct access to Macquarie's comprehensive Wrap platform and its popular cash management accounts. Ultimately consumers will - and should - control their own data. With this ...

Macquarie platform, wrap businesses soar

KARREN VERGARA  |  FRIDAY, 4 MAY 2018
Macquarie Group's platform, wrap and managed accounts businesses performed strongly in the full-year to 31 March 2018, latest financial results show. Macquarie Wrap and Vision held $82.5 billion in funds under management, jumping 14% from the previous ...