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Showing 361 - 370 of 6465 results for "Wrap"

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 ...

NAB to divest MLC

ALEX BURKE | THURSDAY, 3 MAY 2018

NAB plans to exit the majority of its wealth management operations, including divestment of Australia's largest retail MySuper product. While the bank will continue to service high-net-worth clients via JBWere, it is shedding the rest of its wealth ...

IOOF flags ANZ Wealth results ahead of acquisition

ALEX BURKE | WEDNESDAY, 2 MAY 2018

... on the prior corresponding period to $10.6 billion. Four of the bank's superannuation solutions experienced net outflows: Wrap (down $137 million), OneAnswer Frontier ($11 million), Legacy Retail ($607 million) and Legacy Employer ($140 million). Only ...

MDA provider makes key hires

JAMIE WILLIAMSON | TUESDAY, 1 MAY 2018

... business analyst and relationship manager. Turner is working closely with MGP's head of distribution Tony Nejasmic to roll out a wrap solution in the September 2018 quarter. "Internal processes and technology is in place to deliver this strategy with ...

RECAP: Advice in the Royal Commission spotlight (Days 6- 9)

KANIKA SOOD | FRIDAY, 27 APR 2018

... down at the final week of the advice industry's turn before the Royal Commission - as a five minute read. 27 April: It's a wrap ASIC sent an executive to testify on its practice of negotiating the outcomes of enforceable undertakings with financial advice ...

Financial planning must regroup and reform: Social Media

HARRISON WORLEY | FRIDAY, 27 APR 2018

Social media commentators have called for structural changes to the financial planning industry after the Royal Commission wrapped up its investigation into financial advice this week. After a fortnight of revelations during the Royal Commission's probe ...

AI comes to SMSF administration

HARRISON WORLEY | WEDNESDAY, 18 APR 2018

... been adding new data feeds consistently over the last year. "Over the past 12 months we have added numerous bank, broker, wrap and platform data fees bringing the total number to an industry leading 200+ integrations," he said.

BTFG platform and investment expert resigns

KARREN VERGARA | TUESDAY, 17 APR 2018

... than three years as NAB general manager of retail platforms. Prior to that, she was responsible for leading MLC's retail wrap, mastertrust and asset management product business. Before joining the NAB group, she spent 18 years with Macquarie, most recently ...

Commonwealth Super signs technology partner

JAMIE WILLIAMSON | TUESDAY, 17 APR 2018

... Sonata," Bravura director of business development Jason Tong said at the time. Sonata is capable of supporting investment, wrap, pensions and life insurance products across multiple channels. It also provides a customer-centric digital platform for streamlined ...

New insurance lead at industry fund

JAMIE WILLIAMSON | WEDNESDAY, 4 APR 2018

... funds that achieved the largest net growth in membership in 2017. Hostplus, CBA Essential, AON Master Trust, BT Retirement Wrap (including BT Super for Life), Sunsuper, REST Industry Super, HESTA, Cbus and AustralianSuper also made the top 10. Meanwhile ...

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Global X awards mandate for ETF business

ELIZA BAVIN | 12:33PM

Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA | 11:56AM

Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI | 11:09AM

The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA | 12:20PM

MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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