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Showing 51 - 60 of 130 results for "Wraps"

InvestmentLink launches fintech data grant

KERRIE SYDEE  |  TUESDAY, 2 AUG 2016
... no cost, for a limited period, will provide a real boost." InvestmentLink collects data from over 600 funds, platforms, wraps and other accounts and is currently used by more than 12,000 financial planners and 200 dealer groups. The InvestmentLink platform ...

Majority of Masterfunds see losses

KERRIE SYDEE  |  THURSDAY, 23 JUN 2016
... 9.2% from $122.2 billion to $110.9 billion, this saw a 27.2% drop in net fund flows from $27.1 billion to $19.7 billion. Wraps saw an increase of 83.5% or $16.5 billion in net fund flows, with Macquarie ($59.9 billion), AMP ($50.8 billion), BT ($42.2 ...

Platforms rise by $51.4bn in 2015

DARREN SNYDER  |  WEDNESDAY, 23 MAR 2016
... of assets they previously managed outside of their reported retail business into the Macquarie Wrap Solutions platform. Wraps now account for 41.6% of the overall masterfunds market, at $279.9 billion in funds under management, and up 15.2% over the ...

Cumulus practices dumping wraps for MDAs

ALEX BURKE  |  WEDNESDAY, 9 DEC 2015
Four Cumulus Financial Group-aligned practices have started offering managed discretionary account services, finding them more efficient than wrap platforms. The practices - Shine Financial Services, Array Financial Services, Mayneline Financial Services ...

PM Capital fund receives Zenith rating

LAURA MILLAN  |  TUESDAY, 8 DEC 2015
... rating from research house Zenith Investment Partners. The fund is already available on the Macquarie and Colonial First wraps and has a concentrated portfolio of between 15 to 35 stocks at any one time with individual positions not exceeding 10% of ...

Ellerston named hedge fund of the year

MARK SMITH  |  FRIDAY, 18 SEP 2015
... investors who in aggregate are increasing their allocation to hedge funds," he said. "These investors include platforms and wraps in the retail financial services sector, as well as family offices that are ramping up their in-house capabilities to invest ...

Advisers looking to offer MDA services

STAFF WRITER  |  TUESDAY, 4 AUG 2015
... from the independent financial advisory segment," he added. "Advisers who are thinking about the future of advice don't see wraps as the way forward for dynamic client-centric businesses and they're looking to partner with us to deliver a complementary ...

BGL adds 280 wraps to SMSF software

DARREN SNYDER  |  FRIDAY, 31 JUL 2015
... major additions to its Simple Fund 360 program. BGL has partnered with InvestmentLink to provide data for an additional 280 wraps and platforms, bringing the total number of data feeds in the program to 400. Australia's largest provider of actuarial ...

Platform FUM up $660bn

STAFF WRITER  |  MONDAY, 15 JUN 2015
... business, Plan For Life said, with Macquarie, AMP, Commonwealth / Colonial and BT leading the pack. Funds under management on wraps jumped 19.8% following net fund flows of $20.7 billion and the segment now accounts for 39.9% of the total investment ...

Plan sponsors have fiduciary obligations: SCOTUS

ALEX DUNNIN  |  THURSDAY, 21 MAY 2015
... investment choices and some not-for-profit funds now running Member Direct Options which are in effect advice-free open-ended wraps held under their trustee deed, the case could have major ramifications for APRA and product designers in Australia if ...