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Showing 61 - 70 of 1801 results for %22Grow Wrap%22

Managed accounts prop up platforms

ANNABELLE DICKSON  |  FRIDAY, 16 APR 2021
... Dunnin said managed accounts are the only growth vector in the platform market. "It shows the managed account share of the wrap platform segment to have ballooned five-fold between December 2017 to December 2020 from 10% to more than 50%," Dunnin said. ...

Elston grows distribution team

ANNABELLE DICKSON  |  WEDNESDAY, 7 APR 2021
... South Wales distribution team. "We're really excited to have Sam and Jeremy join our distribution team as we continue to grow our business and importantly, continue to deliver great outcomes for our clients and their investors," Elston's head of adviser ...

Praemium expands distribution footprint

KARREN VERGARA  |  TUESDAY, 6 APR 2021
... platform survey found HUB24 ranked first for its functionality, followed by Netwealth, Praemium, BT Panorama and Macquarie Wrap.

AMP announces new managed portfolio partnership

ANNABELLE DICKSON  |  MONDAY, 15 MAR 2021
... Hillross Financial Services and services clients in Far North Queensland. Coral Coast managing director Craig Armstrong said the wrap platform and managed portfolio structure simplifies investment decisions for the firm's clients. "The portfolios combine ...

Prime Value hires from MLC

ELIZA BAVIN  |  WEDNESDAY, 3 MAR 2021
... connection with financial advisors and dealer groups," Quek said. Prime Value funds are available via platforms including BT Wrap, Netwealth, HUB24, and Powerwrap.

Australian equities funds downgraded

ANNABELLE DICKSON  |  MONDAY, 1 MAR 2021
... more funds, including strategies from Pendal and Fidelity, than it upgraded. Morningstar's latest Australian Equities Sector Wrap downgraded 10 funds, upgraded nine and commenced ratings coverage of two new strategies. Pendal Smaller Companies slipped ...

Macquarie Wrap SMAs surpass $5bn

ELIZA BAVIN  |  THURSDAY, 25 FEB 2021
Macquarie announced its separately managed accounts (SMAs) on the Macquarie Wrap platform have exceeded $5 billion in funds under administration. Macquarie said the milestone demonstrates the strength of its platform and the continued interest shown ...

Standard Life Aberdeen sells 196-year-old brand

JAMIE WILLIAMSON  |  WEDNESDAY, 24 FEB 2021
... operate until at least 2031. As part of the transaction, Standard Life Aberdeen has in turn acquired Phoenix Group's Wrap Self-Invested Personal Pension, Wrap Onshore Bond businesses to support its growth plans for its existing platforms business. ...

Rest GM to head BT platforms

ELIZABETH MCARTHUR  |  THURSDAY, 4 FEB 2021
... operations Kathy Vincent said. "This is a key role in helping to lead BT's transformation agenda as we migrate clients from BT Wrap (over $55bn FUA) to one of Australia's contemporary and fastest-growing platforms BT Panorama (over $36bn FUA)." ...

Optimum Pensions partners with Generation Life

KANIKA SOOD  |  TUESDAY, 19 JAN 2021
... product in February with half-year results. The launch is slated for late this year. GDG has appointed ANZ's former head of wrap and self-managed superannuation Patrick Clarke as the general manager, retirement solutions. David Orford is the former ...