Search Results | Showing 31 - 40 of 731 results for %22Macquarie Wrap%22 |
| | ... 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 ... |
| | | ... (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 ... |
| | | ... 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 ... |
| | | ... 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 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 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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. ... |
| | | ... 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 ... |
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