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Showing 411 - 420 of 6487 results for "Wrap"

Praemium solution signs first client

KARREN VERGARA  |  WEDNESDAY, 29 NOV 2017
... offering. The new service builds on Praemium Portfolio, a reporting and performance analytics solution formerly known as V-Wrap, which integrates with Praemium SMA for investment management and reporting. Perth-based financial advice and investment management ...

SSGA dismisses ETF bubble concerns

ALEX BURKE  |  WEDNESDAY, 22 NOV 2017
State Street Global Advisors US head of capital markets David LaValle believes the concerns regarding ETFs causing valuation distortions in equity markets are founded in some fundamental misunderstandings about these investment vehicles. Speaking as ...

Managed accounts here for the long haul

DARREN SNYDER  |  THURSDAY, 16 NOV 2017
Managed accounts are on a trajectory which will see the products become the dominant structure in investment platforms, according to a senior industry figure. HUB24 director of strategic development Jason Entwistle said the fact that managed accounts ...

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 ...