The latest issue of Financial Standard now available as an e-newspaper
|Showing 1 - 10 of 22 results for "WealthFocus"|
|... Colonial FirstChoice is the most-used platform nationwide. In New South Wales and the nation's capital, Perpetual WealthFocus (6.3%) and Macquarie Wrap (6.2%) are second and third most popular platforms, respectively. In Victoria, AMP Flexible Lifetime ...|
|... FirstChoice tops the chart, housing 10,072 advisers with an 11% market share. AMP Flexible Lifetime (6876), Perpetual WealthFocus (5992), Asgard (5477) and BT Wrap (5208) make up the top five most-used platforms. Outside of the major platforms, Netwealth ...|
|... of multi-manager Theo Sofios also left. On product front, it has axed geared investment options and revised fees on WealthFocus platform.|
|... 6.9% market share by advisers -- 6240 advisers use it across 780 AFSLs. The third name on the list is Perpetual's WealthFocus with 5853 adviser users and 6.5% market share. It is used by 777 AFSLs. Next up was Asgard with 5401 advisers, 6% market ...|
|Perpetual is set to lower the fees for over 40 funds on its WealthFocus platform, including internal and external products. Effective December 1, it is changing fee structures for nearly 46 funds, lowering management fees and ending normal expense recoveries. ...|
|... investment manager for our Perpetual Wholesale Global Share Fund, our Perpetual Wholesale International Share Fund and our WealthFocus Investment Funds - Perpetual Global Share Fund," it said in a statement. "We believe the manager's rigorous investment ...|
|... reduced by 11bps, 11bps, 10bps and 5bps respectively. Perpetual will also reduce management fees on its Perpetual WealthFocus Diversified Income fund by 9bps, as well as its WealthFocus Advantage Diversified Income and Dynamic Fixed Income funds by 9bps ...|
|... Essentials IOOF Employer Super - Pension Fiducian Account Based Pension MLC MasterKey Pension Fundamentals Perpetual WealthFocus Pension Plan SMSF Administrator of the Year AMP SMSF Solutions BT Panorama Heffron SuperGuardian Asset Consultant of the ...|
|... Essentials IOOF Employer Super - Pension Fiducian Account Based Pension MLC MasterKey Pension Fundamentals Perpetual WealthFocus Pension Plan Personal Full service Multichoice Product of the Year AMG Personal Super ANZ Smart Choice Super - Personal BT ...|
|... Colonial First State - FirstChoice Wholesale Personal Super AMG Personal Super IOOF Employer Super - Personal Perpetual WealthFocus Super Plan Retirement Full service Multichoice Product of the Year Colonial First State - FirstChoice Wholesale Pension ...|
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Tomorrow Super is readying itself for a $5 million pre-IPO funding round, with the promise of a financial adviser friendly superannuation solution.
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Investment consultant firms from across the world with US$10 trillion in assets under advice have joined together to launch a global net zero initiative.
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Senator Jane Hume is warning consumers who fall victim to bad advice from finfluencers not to rely on the government for compensation.
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In its submission to the inquiry into common ownership, BlackRock point out the theory behind the inquiry is "based on fundamental misconceptions", adding that any possible reforms based on ideas still under debate would be premature.
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