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|Search Results||Showing 1 - 10 of 100+ results for "Macquarie Wrap"|
|Macquarie Wrap cash account holders have been hit with a cash administration fee, to be deducted from the interest accrued, which is higher than the interest rate. The changes impact users of Macquarie Wrap, which has a cash account through which all ...|
|... Netwealth continues to lead the platform pack, followed by HUB24 in second spot. CFS First Choice, BT Panorama and Macquarie Wrap also make the top five. In terms of advice software, AdviserLogic took out the top gong for the fifth consecutive year ...|
|... labeled as strong. All told, around $79 billion sits across Macquarie's platforms, with the firm's expanded Macquarie Wrap managed accounts offering also performing well, ending the year around $700 million fatter at $3 billion in assets under ...|
|... management solutions lead. HUB24 senior business development manager Doug Hope has joined Morningstar, with the former Macquarie Wrap key account manager set to take care of business development for advisers and asset managers at the research house. ...|
|... make it easier for me to deliver results for my clients." Davis uses wealth management platform BT Panorama and Macquarie Wrap to manage his client's portfolios, Xero for accounting, Xplan for client CRM, and video-conferencing tool Zoom for meetings ...|
|... It named the top five platforms as Netwealth, HUB24, BT Panorama, Praemium and OneVue. Investment Trends awarded Macquarie Wrap the 'best new functionality award', for its digital portfolio manager product, which it said, helps advisers deliver affordable ...|
|... the firm's large licensee clients. Joining Pearson and Paje as new additions to the distribution team is former Macquarie Wrap key account manager Doug Hope, who will take the role of senior business development manager. HUB24 said Hope's appointment ...|
|... 'approved' from Zenith and 'superior' from SQM. It was just added to BT Panorama and BT Wrap, and is also on Hub24, Macquarie Wrap, Netwealth and Powerwrap. "The fund aims to generate a real total return of at least 5% p.a. above CPI over five plus years. ...|
|... cost managed funds, ETFs or through managed accounts." The deal now brings the total number of SMAs available on Macquarie Wrap to 119, offered by 33 different investment managers. Its funds under administration now exceed $1.5 billion. "We're pleased ...|
|... platforms in terms of investment functionality. The list included Netwealth, CFS FirstChoice, CFS FirstWrap and Macquarie Wrap out of a possible list of 17 providers. AdviserNETgain and Lonsec took out the tops spots for planning software and investment ...|
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BNP Paribas Asset Management's investments chief for the Asia Pacific has retired after more than three decades of service.
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J.P. Morgan has begun moving its Australian customers over to its global accounting system, which will give local clients access to additional services.
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The masterfunds sector lost $38.4 billion over the 2019-20 financial year but has almost recovered the losses instigated by the global pandemic, the latest Plan For Life data show.
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A boutique manager has launched its Bermuda-based fund to the Australian market, with underlying assets in US life insurance policies.
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