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Showing 81 - 90 of 6464 results for "Wrap"

TAL names retirement and wealth lead

MATTHEW WAI  |  THURSDAY, 31 OCT 2024
... TAL, Bransdon enjoyed a 10-year stint at Macquarie Group, where he was instrumental across platforms and products as its wrap platform development manager and wrap product manager. The announcement also follows the introduction of several changes to ...

Institutional outflows ensure mixed quarter for Insignia Financial

JAMIE WILLIAMSON  |  THURSDAY, 24 OCT 2024
... net inflows of $60 million. The Advised channel was the strongest contributor at $447 million into the MasterKey products. Wrap FUA was $98 billion, up $3.5 billion in the quarter. This was again attributed to strong markets, however net inflows of $231 ...

Expand bolsters SMA offerings amid $10bn milestone

MATTHEW WAI  |  WEDNESDAY, 16 OCT 2024
Expand, Insignia Financial's wrap platform, has added 11 new separately managed accounts (SMA) from Betashares and Drummond Capital Partners to its investment menu. The announcement coincides with the platform hitting $10 billion in funds under management ...

Mercer awarded mandate for North's APS CoreSeries

MATTHEW WAI  |  FRIDAY, 13 SEP 2024
... invested, avoiding time out of the market and incurring fees associated with exiting and reinvesting, it said. Meanwhile, the wrap platform has expanded the range of customisation options for managed portfolios, with lower-balance investors to benefit ...

Court appoints receivers to Keystone, Master Shield Fund

MATTHEW WAI  |  MONDAY, 9 SEP 2024
... and investors in the event that Keystone and Shield are to be wound up. The Shield Master Fund was available on Macquarie Wrap, and Equity Trustees' NQ Super and Super Simplifier platforms. ASIC said it is aware of authorised representatives from ...

All MySuper products pass super performance test

KARREN VERGARA  |  FRIDAY, 30 AUG 2024
... to have concerns about some aspects of the test, particularly the detrimental impact for some customers investing through wrap platforms." "Despite administration fees for the AMP wrap platform being among the lowest in the market, we are disappointed ...

Former Brisbane adviser found guilty of fraud again

MATTHEW WAI  |  MONDAY, 26 AUG 2024
A former financial adviser who won a retrial after being convicted of fraud in 2019 has once again been found guilty of misleading clients to invest their retirement savings in a single abalone farm that went bust. Former Brisbane financial adviser ...

Insignia Financial books $185m loss, halts dividends

JAMIE WILLIAMSON  |  THURSDAY, 22 AUG 2024
... related to several strategic initiatives the wealth manager has taken on in recent times, including the migration of MLC Wrap to Expand, the creation of Rhombus Advisory, and the several asset sales it conducted including Millennium3 and Godfrey Pembroke. ...

Expand bolsters SMA menu

MATTHEW WAI  |  TUESDAY, 13 AUG 2024
BlackRock, DNR Capital, Elston, Lonsec and Zenith have been added to the Expand Extra menu, doubling the wrap platform's separately managed account (SMA) offerings. The additional investment managers complement the current fleet of MLC Asset Management ...

Iress snags Insignia Financial executive

ELIZABETH FRY  |  FRIDAY, 9 AUG 2024
... lineup. Its new structure will centre around four dedicated lines of business: asset management, superannuation (master trust), wrap platform and advice. Interestingly, Insignia recently appointed Dave Woodall as chief executive of super starting in ...