Search Results | Showing 31 - 40 of 6369 results for "Wrap" |
| | | Iress appointed two new leads for its Australia and New Zealand wealth businesses who will oversee client services and operations respectively. The ASX-listed firm named Amara Haqqani as its chief operating officer for wealth in Australia and New Zealand ... |
| | | | ... It's expected elements of the new environment will be in place by mid-2025. The group also flagged the migration of MLC Wrap to Evolve has been delayed following adviser feedback. It was expected to occur in 1H24 and will now likely take place in ... |
| | | | In the year to March end, total funds under management (FUM) held by platforms, wraps and master trusts dropped by $19.5 billion, according to Plan For Life. Specifically, platforms saw a 1.9% decline from over $1 trillion to $982.5 billion, and year ... |
| | | | ... significantly high administration fees." One-size-fits-all risks AMP is calling out how the test will expand to superannuation wrap products, fearing that the results will end up wrong. If applied in its current form, this will "result in significant ... |
| | | | ... Advisers can also now access historical advice fees via a new ART report. "North continues to invest in its award-winning wrap platform with a steady stream of new enhancements," AMP director of platform Edwina Maloney said. "We work closely with advisers ... |
| | | | ... was previously the head of account management for nearly five years and prior to that was regional manager, distributing BT Wrap and Asgard platforms across Queensland. He has been at BT for more than 14 years and in the past worked in sales roles at ... |
| | | | ... product that failed the Performance Test," Anderson explained. Further, he highlighted potential tax implications related to wrap products. Anderson said that wrap products don't realise tax until the assets are sold which could lead to unexpected ... |
| | | | ... portfolios, including through a recent partnership with Colonial First State's FirstChoice. Its solutions are also available on BT Wrap, Netwealth and HUB24. |
| | | | Private markets buoyed Macquarie Asset Management (MAM), but the green energy sector dragged its performance in the year to March 2023. MAM saw funds under management of $870.8 billion rise 10% year on year but failed to replicate this growth across ... |
| | | | ... Investments (Colonial First State FirstChoice Super), AvSuper, Nulis Nominees (MLC Super), BT Funds Management (Retirement Wrap), EISS Super, Perpetual (WealthFocus Superannuation Fund) and REI Super. But it was Equity Trustees and OnePath that dominated ... |
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