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Showing 421 - 430 of 6487 results for "Wrap"

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 ...

Fidelity hires new director

KARREN VERGARA  |  THURSDAY, 17 AUG 2017
Fidelity International appointed a new lead to help expand its Australian wholesale sales team. Andrew Mathie joins Fidelity as a director of wholesale sales for Australia after serving as a senior key account manager at Vanguard Investments. Sydney-based ...

Investment managers turning to hungry retail market

ALEX BURKE  |  MONDAY, 24 JUL 2017
... markets," King says. Although King conceded it's generally more expensive for managers to "go down the retail path" - given wrap and platform fees, sales and distribution efforts - the upside is a more diversified client base, which can be extremely ...

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 ...