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Showing 31 - 40 of 121 results for %22Retirement Wrap%22

BT cuts Wealth Connect

ALLY SELBY  |  FRIDAY, 16 OCT 2020
... and deals in life insurance, managed funds and managed investment schemes; platforms, wraps and portfolio services; retirement savings accounts; superannuation; cash accounts and term deposits; securities and structured alternative investments. In an ...

ClearView pushes ahead with SFT

KARREN VERGARA  |  FRIDAY, 9 OCT 2020
... its LifeSolutions Super and Super Rollover products to the HUB24 Super Fund, ceasing to be members of the ClearView Retirement Plan. The trustee will change from ClearView Nominees to Equity Trustee's HTFS Nominees, which was recently appointed by ...

AMP, Pendal launch new managed portfolio

ELIZABETH MCARTHUR  |  THURSDAY, 21 MAY 2020
... reductions, technology upgrades and launching a range of new managed portfolios," AMP managing director, superannuation, retirement and platforms Lara Bourguignon said. "We'll continue to target our investment and enhancements for MyNorth toward the ...

Few funds immune to ERS

ELIZABETH MCARTHUR  |  THURSDAY, 14 MAY 2020
... of people, withdrawing their super is not an academic exercise. People need the money." The APRA data showed BT Retirement Wrap had paid out $314 million in early release claims as of May 3. This wrap data encompassed applications across different BT ...

Court confirms Storm Financial founders breached duties

JAMIE WILLIAMSON  |  FRIDAY, 27 MAR 2020
... collapse, about 3000 of its 14,000 clients had been "Stormified". The majority of investors were retired or nearing retirement, with little or limited income and few assets. Nearly all had no prospect of coming back from the losses suffered. In August ...

HUB24 wins $1b mandate

ALLY SELBY  |  THURSDAY, 19 MAR 2020
... a modern replacement solution for its wrap technology, substantially address the tax credit issue in the ClearView Retirement Plan and deliver competitive new products in the future," the firm said. The development, transition and implementation of the ...

Netwealth leads the platform pack

ALLY SELBY  |  TUESDAY, 18 FEB 2020
... their value add to clients, ranging from fee cuts to improved fee comparison tools, managed accounts functionality and retirement calculators." It named the top five platforms as Netwealth, HUB24, BT Panorama, Praemium and OneVue. Investment Trends awarded ...

MyNorth bolsters managed portfolio offering

HARRISON WORLEY  |  TUESDAY, 18 FEB 2020
Financial advisers using AMP's wrap platform now have access to Lonsec's range of retirement managed portfolios. Lonsec has partnered with AMP to include its retirement managed portfolios as an option in the selection of managed portfolios available ...

AMP cuts super fees

JAMIE WILLIAMSON  |  THURSDAY, 30 JAN 2020
... Directions for Business and Super Directions for Business Rollover Section products. AMP managing director superannuation, retirement and platforms Lara Bourguignon said the reductions will help deliver great outcomes for clients. "The reductions reflect ...

AMP adds competitors to platform

ELIZABETH MCARTHUR  |  FRIDAY, 24 JAN 2020
... increases choice for advisers and clients, further strengthening AMP's wrap platform offer," AMP managing director super, retirement and platforms Lara Bourguignon said. "The changes follow a year of significant investment and enhancements to our flagship ...