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Showing 1 - 10 of 31 results for "MLC Wrap"

Insignia details transformation progress

JAMIE WILLIAMSON  |  THURSDAY, 22 FEB 2024
... due to the sale of Millennium3, closure of Lonsdale, and changes to Bridges. The migration of clients and assets from MLC Wrap to the Expand platform is also tracking to schedule, to be completed in April. Underlying NPAT for the platforms business declined ...

Insignia Financial touts strong start to FY24, simplification

JAMIE WILLIAMSON  |  THURSDAY, 25 JAN 2024
... to see strong momentum in flows into our flagship and workplace platforms. However, we have experienced outflows from MLC Wrap ahead of transition to the contemporary Evolve platform in April." Among the group's strategic initiatives is the client wellbeing ...

Insignia's managed account FUM swells

STAFF WRITER  |  MONDAY, 23 OCT 2023
... said. Meantime, about $1.3 billion is held in the separately managed accounts (SMA) managed by MLC Asset Management on MLC Wrap. The month of September saw record flows for both MDAs and SMAs, Insignia said, clocking $248 million in net flows. "We are ...

Insignia Financial plans advice business transformation

JAMIE WILLIAMSON  |  THURSDAY, 27 JUL 2023
... It's expected elements of the new environment will be in place by mid-2025. The group also flagged the migration of MLC Wrap to Evolve has been delayed following adviser feedback. It was expected to occur in 1H24 and will now likely take place in ...

MLC Super overhauls fees

KARREN VERGARA  |  MONDAY, 9 NOV 2020
... commissions removed in the Access Pre Select Fund. Also on this date, commissions ceased in group insurance arrangements in MLC Wrap Super, MLC Wrap Investments, MLC Wrap Super Series 2 and MLC Wrap Investments Series 2. On November 2, MLC MasterKey ...

Three ETFs axed by Morningstar

KANIKA SOOD  |  TUESDAY, 25 FEB 2020
... core strategy or a factor based." BetaShares chief executive Alex Vynokur told Financial Standard. YMAX was dropped from MLC Wrap and Navigator last month.

Global equities fund becomes 'Recommended'

DARREN SNYDER  |  THURSDAY, 1 DEC 2016
... investment teams experience the same risks and reap the same rewards as investors." The fund has recently been added to MLC Wrap and Navigator, and is also available through a number of other key platforms: AMP North, Asgard, BT Wrap, Clearview, Colonial ...

Pan-Tribal Global Equity Fund added to platforms

DARREN SNYDER  |  MONDAY, 17 OCT 2016
The Pan-Tribal Global Equity Fund has been added to the MLC Wrap and Navigator platforms. The Pan-Tribal Global Equity Fund was launched in November 2014. The Fund is managed by New York-based Davis Advisors, which has more than US$26 billion funds ...

Legg Mason Brandywine fund gets top rating again

MARK SMITH  |  WEDNESDAY, 7 SEP 2016
... 'risk budget' to generate excess return for investors. The Fund is available on BT/Asgard, AMP, IOOF, Macquarie Wrap MLC Wrap, Navigator, Power Wrap and Linear platforms. The fund is also experiencing strong interest from self-managed investors through ...

MLC adds 56 new options to investment menus

KERRIE SYDEE  |  MONDAY, 15 AUG 2016
MLC has added 56 new investment options to the MLC Wrap and MLC Navigator investment menus. The new investment options give financial advisers access to additional high quality managed funds when building their client investment portfolios. General ...
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