Search Results | Showing 31 - 40 of 123 results for "Wraps" |
| | | ... better outcomes for clients, Dunnin said. He forecasts in the next five years, managed accounts will takeover investment wraps and non-super platforms. Half of advisers not using managed accounts agreed with this prediction. In two to three years, the ... |
| | | | ... released to clients in coming months. Simple Fund 360 is now supports over 200 integration partners including banks, brokers, wraps, platforms and practice management solutions. The announcement coincides with the release of the Xero Small Business Insights ... |
| | | | ... Prior to this, he held senior roles at Asgard and BT Financial Group working as a senior business development manager and a wraps specialist respectively. In appointing Mathie, Devoy said she is confident his knowledge and skills gained from 20 years ... |
| | | | ... 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 to ... |
| | | | ... The managed accounts sector now equates to about 7% of the $600 billion in funds under administration across platforms and wraps in Australia. That is the key finding of the Institute of Managed Account Professionals' (IMAP) latest Managed Accounts FUM ... |
| | | | ... managed funds a responsible entity should report to ASIC; what fees and costs information about platform products like super wraps and IDPSs should be reported; and, the use of estimates when specific information relating to costs is not readily available. ... |
| | | | ... (5.5%). ANZ recorded the lowest growth, with an increase in business of just 3.5% over the 12 month period. Funds held in wraps, which account for 41.9% of the overall master funds market, climbed 15.4% year on year to $299.1 billion. Net fund flows ... |
| | | | ... of rebalanced portfolios, Weldon said advisers should also look to make the most of technology available on platforms and wraps. "Making use of 'distribution instruction' or 're-weighting facility' can make the process more efficient and simpler. Automating ... |
| | | | ... self-managed superannuation and direct share accounts." InvestmentLink collects data from more than 600 funds, platforms, wraps and other accounts. The data is used by more than 12,000 financial planners and 200 dealer groups. The platform holds data ... |
| | | | ... strategy for Sonata - Bravura's wealth management software platform for superannuation, investments, life insurance and wraps. The role forms part of Bravura's wider strategic focus on the life insurance market within APAC and EMEA. The announcement ... |
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