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Showing 41 - 50 of 5893 results for %22Market Wrap AM%22

AMP North reduces fees, adds options

ANNABELLE DICKSON  |  FRIDAY, 24 SEP 2021
AMP's North wrap platform reduced the minimum brokerage fee for listed securities and added 20 options to the MyNorth investment menu. The minimum brokerage fee for listed securities for clients is now $18.49 from $34 and applies to superannuation ...

CMC Markets buys ANZ Share Investing

ANNABELLE DICKSON  |  FRIDAY, 17 SEP 2021
The online trading platform is set to pay $25 million for the big four bank's share investing client base as the latter continues to simplify its banking strategy. The transaction will see 500,000 ANZ Share Investing clients with total assets in excess ...

Fiducian expands NZ footprint

JAMIE WILLIAMSON  |  WEDNESDAY, 8 SEP 2021
... allocation overlay that results in a more diversified portfolio," the manager said. Fiducian first entered the New Zealand market in 2016 by way of a partnership with Heathcote Investment Partners. Interestingly, the Fiducian India Fund was the top performing ...

BT Panorama down for a week

ELIZABETH MCARTHUR  |  MONDAY, 9 AUG 2021
... orders they may tell me to prove our intention to place the trades and when." Just last month, BT finished migrating all its wrap clients over to the Panorama platform. The move added another 150,000 accounts $56.6 billion to Panorama from BT Wrap. "Having ...

Zenith adds client to Macquarie Wrap

ANNABELLE DICKSON  |  FRIDAY, 23 JUL 2021
... portfolio construction - and managed accounts are very good at providing this flexibility," Tang said. "During the March 2020 market fall, when there were significant levels of draw-down by investors, advisers working with a managed accounts structure ...

Platform FUM grows

ANNABELLE DICKSON  |  FRIDAY, 16 JUL 2021
... March 2021, new research shows. Plan For Life's latest analysis of wraps, platforms and master trusts revealed the leading market players all saw a rise in FUM. BT took out the top spot in terms of total FUM, jumping 19.8% to $169.6 billion. This was ...

FSC launches DDO templates

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
... regime. The FSC and members from life insurance, funds management and superannuation have collaborated templates for Target Market Determinations (TMDs) and industry data standards which will aid the implementation of DDO. ASIC's RG 274 Product design ...

AMP adds partnered portfolios to MyNorth

ANNABELLE DICKSON  |  TUESDAY, 25 MAY 2021
... are managed by Zenith and Mercer. The range of PMPs includes the first values-based sustainable managed portfolios in the market a portfolio series which combines index and active management. "Advisers can expect more managed portfolios and innovative ...

Macquarie Wrap reaches new milestone

ANNABELLE DICKSON  |  MONDAY, 10 MAY 2021
... recording over $100 billion in assets under administration. As at 31 March 2021, Macquarie Wrap has $101.4 billion in AUA, 21% market share and annual flows of $4.9 billion. Head of wealth product and technology for Macquarie Wealth Management Michelle ...

AMP trims platform fees

KANIKA SOOD  |  THURSDAY, 6 MAY 2021
... announcement did not ascribe a margin or revenue impact from the fee changes. "The changes are immaterial and do not impact our market guidance," an AMP spokesperson said in a statement. AMP's North platform saw $400 million less in inflows in the ...