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Showing 31 - 40 of 731 results for %22Macquarie Wrap%22

FS team picks: The top stories for 2020

ELIZABETH MCARTHUR, KANIKA SOOD  |  THURSDAY, 17 DEC 2020
... business side of running a funds management business and informed readers on how platforms, like Netwealth and Macquarie Wrap, and asset consultants are evolving, along with the regulatory environment in which they operate. These are our top picks for ...

Macquarie profits slide 32%

KANIKA SOOD  |  FRIDAY, 6 NOV 2020
... (Wrap and Vision) grew to $89.3 billion at September end, which is an increase of 20% since March. The expanded Macquarie Wrap managed accounts offering added $1 billion in the same period, to it $4 billion. Wealth management fee income was $136 million ...

The platforms with the most advisers

KANIKA SOOD  |  TUESDAY, 3 NOV 2020
... share), North (5019 advisers and 5.5% market share), AMP Flexible Super (4919 advisers and 5.4% market share), Macquarie Wrap (4709 advisers and 5.2% market share) and IOOF (4539 advisers and 5% market share). BT Panorama was used by an estimated 3332 ...

T. Rowe Price adds to intermediary team

ELIZA BAVIN  |  THURSDAY, 29 OCT 2020
... appointing a new relationship manager for Victoria and Tasmania. Amie Boscacci has been appointed to the position from Macquarie Bank where she was a business development manager in its wealth solutions division. Prior, she worked as platform operations ...

Macquarie introduces new wrap cash fee

ELIZABETH MCARTHUR  |  TUESDAY, 25 AUG 2020
Macquarie Wrap cash account holders have been hit with a cash administration fee, to be deducted from the interest accrued, which is higher than the interest rate. The changes impact users of Macquarie Wrap, which has a cash account through which all ...

Macquarie to transfer legacy pension product

KANIKA SOOD  |  MONDAY, 10 AUG 2020
Macquarie will transition pension members in its legacy SuperOptions product to a wrap style pension product, in a bid to lower administration fees and expand the investment offering. Macquarie closed the SuperOptions product to new members in June ...

Advisers switch platforms amid pandemic

ALLY SELBY  |  TUESDAY, 7 JUL 2020
... Netwealth continues to lead the platform pack, followed by HUB24 in second spot. CFS First Choice, BT Panorama and Macquarie Wrap also make the top five. In terms of advice software, AdviserLogic took out the top gong for the fifth consecutive year ...

Macquarie advice shift offers mixed results

HARRISON WORLEY  |  FRIDAY, 8 MAY 2020
... labeled as strong. All told, around $79 billion sits across Macquarie's platforms, with the firm's expanded Macquarie Wrap managed accounts offering also performing well, ending the year around $700 million fatter at $3 billion in assets under ...

Morningstar appoints adviser solutions head

HARRISON WORLEY  |  THURSDAY, 7 MAY 2020
... management solutions lead. HUB24 senior business development manager Doug Hope has joined Morningstar, with the former Macquarie Wrap key account manager set to take care of business development for advisers and asset managers at the research house. ...

Former licensee head in new role

JAMIE WILLIAMSON  |  WEDNESDAY, 6 MAY 2020
... planning, a decade of which was spent working across Westpac and BT Financial Group. He has also previously held roles with Macquarie, AMP, AXA and NAB Financial Planning. MLC also confirmed the appointment of Cristian Zanetti as head of advice experience ...