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Showing 391 - 400 of 6464 results for "Wrap"

Boutique wealth firm names new COO

KARREN VERGARA  |  TUESDAY, 14 NOV 2017
... regardless of time period," he added. RAM launched two separately managed account strategies in July. Available via Macquarie Wrap, the Diversified Fixed Interest and Credit SMA and its Listed Interest Rate Securities SMA offer tax-effective income generation ...

Managed accounts platform doubles FUA

KARREN VERGARA  |  TUESDAY, 31 OCT 2017
Managed accounts provider WealthO2 doubled its funds under administration to $200 million in three months. Managing director Shannon Bernasconi said growth was based on referrals only, with specific demand from advisers seeking a better way to manage ...

XTB expands retail offering, launches responsible SMA

KARREN VERGARA  |  TUESDAY, 24 OCT 2017
... increasingly popular SMA structure," Martin said. XTB also has two SMAs on Praemium platforms and Macquarie's Investment Wrap; and are available on AMP North Super and Allocated Pension.

ANZ splits OnePath businesses, revamps life insurance team

KARREN VERGARA  |  TUESDAY, 17 OCT 2017
... management. IOOF will also acquire the following platform and products: advised (retail) including OneAnswer Mastertrust; advised (wrap) including ANZ Grow Wrap and Oasis badged wrap; Employer Super (ANZ Smart Choice Employer); direct products (ANZ Smart ...

FS Live Blog: 2017 AFA National Adviser Conference

MICHELLE BALTAZAR  |  TUESDAY, 10 OCT 2017
... the conference with a challenge - can the association's members encourage more people to seek professional advice? It's a wrap for our live blog. Follow #AFAau for tweets on tonight's Adviser of the Year Awards. Check out our third and final conference ...

Impact investment in real-time

DARREN SNYDER  |  MONDAY, 18 SEP 2017
Retail and sophisticated investors can now view live Australian impact investment opportunities through one public portal. From today the Impact Investing Hub is running its Current Deals Library, which lists live impact investment opportunities and ...

Impact investment in real-time

DARREN SNYDER  |  MONDAY, 18 SEP 2017
Retail and sophisticated investors can now view live Australian impact investment opportunities through one public portal. From today the Impact Investing Hub is running its Current Deals Library, which lists live impact investment opportunities and ...

Managed accounts demand dominates platform market

KARREN VERGARA  |  SUNDAY, 17 SEP 2017
The rate of growth managed accounts are experiencing - three times faster than any other segment of the platform market - will fundamentally change the role of financial advisers, latest Rainmaker research shows. Rainmaker Group director of research ...

BGL integrates with Xero for single database

EMMA RAPAPORT  |  TUESDAY, 12 SEP 2017
Clients of BGL Corporate Solutions and Xero will see their compliance workloads reduced following the integration of Simple Fund 360 and CAS 360 with Xero Practice Manager. The two-way integration upgrade will ensure that changes made to a client's ...

Active management culture shifts boardroom discussion

DARREN SNYDER  |  THURSDAY, 7 SEP 2017
A global fund manager says all active management is not created equal yet it is being lumped together, leaving the industry to rewire its conversations with asset owners. During a trip to Melbourne, Sydney and Auckland recently to speak to institutional ...