Search Results | Showing 21 - 30 of 123 results for "Wraps" |
| | | ... Australia, advising the firm's clients - the wealth arms of the big banks and super funds of all persuasions - on retirement, wraps, mergers and acquisitions and "other transformation areas." Nyilas also spent 10 years at IBM as the firm's global pensions ... |
| | | | ... CBA. This is now down to less than 900. Elsewhere in the Rainmaker report, platform funds under advice in master trusts, wraps and selected managed accounts increased 1% during the 12 months before December 2018 to reach $691 billion. However due to ... |
| | | | ... in assets under management. Grabbing market share CFS and CBA have the third-largest slice of the $811 billion platforms, wraps and master fund market with an almost 15% share, after BTFG and AMP, according to Strategic Insight. This is as at December ... |
| | | | ... simple and smart." CAS 360 and Simple Fund 360 will now support over 300 integration partners including banks, brokers, wraps, platforms, registries, practice management solutions and actuaries. BGL also announced integration with AccountKit, introducing ... |
| | | | ... 2015. Wilson's experience in the financial services industry spans custody, registry, managed accounts, investment research, wraps and superannuation. She previously worked at OnePath and BNP Paribas. Neil Pattinson was promoted to business development ... |
| | | | ... master trusts are inching towards the trillion dollar mark, according to September-end analysis from Strategic Insight. Wraps have the biggest share of the total masterfunds market ($380 billion), platforms ($343 billion) and master trusts ($137 billion) ... |
| | | | ... but it gives you a good income with low credit risk at low fees." "MFunds are low cost platform for the investor, not like wraps where you have to pay a fee; they reduce the time required for the investors; and they trade at the valuation to assets [unlike ... |
| | | | ... of strategic development Jason Entwistle said the fact that managed accounts are the fastest growing sector of investment wraps and platforms can only mean an increasing amount of advised clients will be using managed portfolios in some form. Speaking ... |
| | | | ... accounts solutions the following year. In June, the group launched the uXchange platform, a low-cost alternative to traditional wraps and the unlisted managed funds platform mFund. The following month, WealthO2 launched Super Simplifier, software solutions ... |
| | | | ... members. He is a former Australian representative hockey player and is now an international commentator for the sport. That wraps up our live blog for Day Two of the conference. Our updates will kick off again at 8.30am tomorrow morning. Watch out for ... |
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