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Showing 641 - 650 of 6465 results for "Wrap"

Back-office upgrade is front of mind for time-conscious advisers

MICHELLE BALTAZAR | WEDNESDAY, 2 MAR 2016

... functionality. To achieve the top spot, netwealth had to score well across 506 "key characteristics" available on 22 master trust and wrap platforms, according to the researcher's report.

Legg Mason Martin Currie Real Income Fund added to Asgard

MARK SMITH | WEDNESDAY, 2 MAR 2016

... We feel the Real Income Fund ticks all these adviser boxes". The fund is also available on other BT platforms including BT Wrap, BT SuperWrap and BT Panorama.

Folkestone A-REIT fund added to BT Wrap

MARK SMITH | MONDAY, 22 FEB 2016

Folkestone Maxim Asset Management has had its A-REIT Securities Fund added to the BT Wrap platform. The addition comes on the heels of the fund being upgraded to 4.25 Stars by SQM Research. It is also available on Macquarie Wrap, Netwealth, Powerwrap ...

AMP upgrades platforms

MARK SMITH | MONDAY, 22 FEB 2016

... ability to segment customers and more prominent site information, including platform news and notifications. MyNorth is a new wrap solution catering to a broad range of investment needs, offering new and flexible investment menus. It has been designed ...

Netwealth is highest-rated adviser platform

ALEX BURKE | WEDNESDAY, 3 FEB 2016

... Trends research. Investment Trends' December 2015 Platform Report analysed 506 "key characteristics" of 22 master trust and wrap platforms, which were then compared to the adviser preferences identified in the researcher's regular Planner Technology ...

ANZ reduces 146 Oasis staff in Macquarie partnership

ALEX BURKE | WEDNESDAY, 3 FEB 2016

ANZ and Macquarie have partnered to develop a new wrap platform for ANZ advisers. Under the agreement, Macquarie will take effective stewardship over ANZ subsidiary business Oasis, with ANZ staff being reduced over the next 18 months as administration ...

Lonsec portfolios added to Macquarie and HUB24 platforms

ALEX BURKE | MONDAY, 1 FEB 2016

Lonsec's managed portfolios have been added to the Macquarie Wrap and HUB24 platforms. Specifically, investors on the HUB24 platform will now have access to Lonsec Retirement Managed Portfolios, while Macquarie Wrap users now have Lonsec's Managed Portfolios ...

Calastone hires senior Macquarie executive

MARK SMITH | MONDAY, 25 JAN 2016

... distribution of the Macquarie Managed Account platform. He was also involved with the launch and distribution of the Macquarie Wrap service. Prior to that, he worked in sales roles at Asgard and Count Financial Group. Calastone managing director Australia ...

Aussie large-cap active managers endure massive outflows

DARREN SNYDER | WEDNESDAY, 13 JAN 2016

... $3 billion and $12 billion in assets per year over the last five years. In its latest Australian Equities Large-Cap Sector Wrap, Morningstar said active managers littered the field for enduring the biggest outflows and one segment to buck the trend was ...

Spire Copper Rock small cap fund added to two platforms

MARK SMITH | THURSDAY, 17 DEC 2015

... The Spire Copper Rock Capital Global Smaller Companies Fund is now available on key platforms including BT and Macquarie Wrap. The Copper Rock Capital investment team, headed by Stephen Dexter, has a strong 13 year record managing global small caps. ...

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Global X awards mandate for ETF business

ELIZA BAVIN

Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA

Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI

The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA

MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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