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Showing 381 - 390 of 6487 results for "Wrap"

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 ...

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 ...