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Showing 31 - 40 of 130 results for "Wraps"

BGL announces new integrations

ELIZABETH MCARTHUR  |  MONDAY, 25 MAR 2019
... simple and smart." CAS 360 and Simple Fund 360 will now support over 300 integration partners including banks, brokers, wraps, platforms, registries, practice management solutions and actuaries. BGL also announced integration with AccountKit, introducing ...

MGP shuffles leadership team

KARREN VERGARA  |  MONDAY, 14 JAN 2019
... 2015. Wilson's experience in the financial services industry spans custody, registry, managed accounts, investment research, wraps and superannuation. She previously worked at OnePath and BNP Paribas. Neil Pattinson was promoted to business development ...

Advice groups sign on to HUB24

KANIKA SOOD  |  WEDNESDAY, 9 JAN 2019
... master trusts are inching towards the trillion dollar mark, according to September-end analysis from Strategic Insight. Wraps have the biggest share of the total masterfunds market ($380 billion), platforms ($343 billion) and master trusts ($137 billion) ...

Bentham AM launches mFund

KANIKA SOOD  |  WEDNESDAY, 12 DEC 2018
... but it gives you a good income with low credit risk at low fees." "MFunds are low cost platform for the investor, not like wraps where you have to pay a fee; they reduce the time required for the investors; and they trade at the valuation to assets [unlike ...

Managed accounts here for the long haul

DARREN SNYDER  |  THURSDAY, 16 NOV 2017
... of strategic development Jason Entwistle said the fact that managed accounts are the fastest growing sector of investment wraps and platforms can only mean an increasing amount of advised clients will be using managed portfolios in some form. Speaking ...

Managed accounts platform doubles FUA

KARREN VERGARA  |  TUESDAY, 31 OCT 2017
... accounts solutions the following year. In June, the group launched the uXchange platform, a low-cost alternative to traditional wraps and the unlisted managed funds platform mFund. The following month, WealthO2 launched Super Simplifier, software solutions ...

FS Live Blog: 2017 AFA National Adviser Conference

MICHELLE BALTAZAR  |  TUESDAY, 10 OCT 2017
... members. He is a former Australian representative hockey player and is now an international commentator for the sport. That wraps up our live blog for Day Two of the conference. Our updates will kick off again at 8.30am tomorrow morning. Watch out for ...

Managed accounts demand dominates platform market

KARREN VERGARA  |  SUNDAY, 17 SEP 2017
... 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 ...

BGL integrates with Xero for single database

EMMA RAPAPORT  |  TUESDAY, 12 SEP 2017
... 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 ...

Fidelity hires new director

KARREN VERGARA  |  THURSDAY, 17 AUG 2017
... 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 ...