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Showing 51 - 60 of 75 results for "Cash account"

Perpetual completes wrap platform overhaul

MARK SMITH  |  TUESDAY, 2 APR 2013
... platform. That installment enabled advisers and clients to draw all of their investments together around a central cash account and track the investments through daily consolidated reporting online. The updated platform can administer master fund, wrap ...

UBS and ME Bank launch high interest cash account

LAURA MILLAN  |  WEDNESDAY, 13 FEB 2013
UBS and ME Bank have launched a high interest cash account service for superannuation fund members based on UBS's direct investment platform for superannuation funds. AustralianSuper is the first superannuation fund to offer the cash account as part ...

Powerwrap's platform offers advisers full choice

LINDA HAUSKEN  |  MONDAY, 3 SEP 2012
Powerwrap Limited has upgraded its SMARTwrap platform as part of its overall business strategy to offer independent financial advisers full choice at what they regard as a reasonable price. The SMARTwrap Investment Account now offers access to over ...

KiwiSaver 5 years going strong

ALEX DUNNIN  |  WEDNESDAY, 18 JUL 2012
... FUM, growth options 20%, balanced options 16%, moderate options 15% and aggressive options 7%. Fixed interest and cash account for 59% of KiwiSaver FUM, of which 40% is in cash and local bonds and 19% is in international bonds. Equities account for 34% ...

Perpetual launches super wrap offer

ELISE BURGESS  |  THURSDAY, 19 APR 2012
... for various risk profiles. Advisers and clients are able to draw all of their investments together around a central cash account and track the investments through daily consolidated reporting online. Geoff Lloyd, Perpetual chief executive officer and ...

Inaugural responsible investing platform launched

ELISE BURGESS  |  THURSDAY, 22 MAR 2012
... Australian Ethical. Held at the offices of major sponsors Bendigo Wealth, Bendigo and Adelaide Bank is the wrap's default cash account provider. "Australian investors and financial advisers are increasingly seeking to make investment decisions that take ...

Bendigo and Adelaide team up with Australia's first RI platform

RACHEL DAVIS  |  TUESDAY, 6 DEC 2011
... The Emerald Wrap, which launches in March 2012 is partnering with Bendigo and Adelaide Bank as the wrap's default cash account provider. The Emerald Investment, Super and Pension Wrap will offer a wide range of responsible and ethical investment alternatives ...

MasterKey Custom upgrades to MLC Wrap

ELISE BURGESS  |  FRIDAY, 2 DEC 2011
... to over 300 managed funds, ASX listed shares and other listed securities, direct share portfolios, high interest cash account and a range of adviser service fee options including flat dollar or percentage-based fees. "By moving to MLC Wrap, MasterKey ...

AustralianSuper uses scale to negotiate deals with NAB, ME Bank

RACHEL DAVIS  |  WEDNESDAY, 19 OCT 2011
... super to invest in ASX300 companies, ETFs and term deposits. The Member Direct option also includes an associated cash account, as well as sophisticated research and reporting capability.

Smaller banks seeking platform independence

MATT WOODINGTON  |  TUESDAY, 5 APR 2011
Second tier banks are increasingly looking to sever ties with their larger rivals in favour of independent investment platform providers, according to the chief executive of Melbourne based Powerwrap. Tasmania's MyState Financial has signed a deal with ...