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Showing 411 - 420 of 6472 results for "Wrap"

New super product for investment savvy

JAMIE WILLIAMSON  |  WEDNESDAY, 19 JUL 2017
... WealthO2 uXchange, a managed funds transaction exchange that provides financial advisers with an alternative to traditional wrap platforms and mFunds. The platform offers access to a range of registered domestic and global funds, which are selected on ...

Tech providers fall behind increased planner needs

JAMIE WILLIAMSON  |  THURSDAY, 13 JUL 2017
... modelling tools and interactive client review tools." As a result the most widely used platforms, CFS FirstChoice and BT Wrap, are increasingly under threat from the new guard - Netwealth, BT Panorama and HUB24. "Netwealth, HUB24 and BT Panorama are ...

Bravura inks deal with $4.7bn insurer

ALEX BURKE  |  THURSDAY, 13 JUL 2017
... efficiency to customers and business partners alike." Bravura chief executive Tony Klim added: "Building on our success in the wrap platform market, Bravura is committed to increasing our presence amongst UK pensions and life insurance providers, to ...

Real Asset Management embraces SMAs

JAMIE WILLIAMSON  |  THURSDAY, 13 JUL 2017
... of its product range, Real Asset Management now offers two separately managed account strategies. Available via Macquarie Wrap, RAM's Diversified Fixed Interest & Credit SMA and its Listed Interest Rate Securities SMA strategies are concentrated on tax-effective ...

XTB adds bond SMA to Macquarie Wrap

EMMA RAPAPORT  |  TUESDAY, 27 JUN 2017
XTB is expanding its pure fixed income separately managed account solution onto Macquarie Wrap. The ACBC Fixed Income No. 1 Model Portfolio was first available to financial advisers in February using Praemium SMA and SuperSMA platforms, and invests ...

HUB24 lures BTFG executive

KARREN VERGARA  |  FRIDAY, 23 JUN 2017
... billion in funds under administration. In the early stages of his career, Lawrenson was also instrumental in building BT Wrap and in 2010, took responsibility for Asgard Wealth Solutions before spearheading the BT Panorama platform transformation. HUB24 ...

Managed funds platform launches

KARREN VERGARA  |  TUESDAY, 20 JUN 2017
Managed discretionary accounts provider MA Operator launched a platform aiming to be a low-cost alternative to traditional wraps and the unlisted managed funds platform mFund. MA Operator co-founder Shannon Bernasconi said uXchange enables advisers ...

ANZ Wealth adds SMAs to platform

DARREN SNYDER  |  WEDNESDAY, 31 MAY 2017
ANZ Wealth is introducing Separately Managed Accounts as part of its Grow Wrap investment platform with the aim to provide greater flexibility for investors. Under the move, ANZ Wealth will introduce 13 new Separately Managed Accounts (SMAs) to professionally ...

Colonial First State platforms make deferred annuities more accessible

JAMIE WILLIAMSON  |  WEDNESDAY, 24 MAY 2017
... You pay a simple, flat administration fee, and are still able to access all the other benefits that come from being in a Wrap. We believe it will have large appeal for SMSF investors, and will be available later in the year," Wall said.

Treasurer launches new financial system inquiry

KARREN VERGARA  |  TUESDAY, 9 MAY 2017
The government is launching yet another inquiry that will investigate the level of competition across Australia's financial system. The Productivity Commission has been tasked to deliver better outcomes for consumers and small businesses, as well as ...