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Showing 1 - 10 of 22 results for "WealthFocus"

FirstChoice dominates platform market

KARREN VERGARA  |  THURSDAY, 29 APR 2021
... 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 ...

Adviser numbers at five-year low

KARREN VERGARA  |  FRIDAY, 23 APR 2021
... 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 ...

Departure at Perpetual small caps team

KANIKA SOOD  |  TUESDAY, 15 DEC 2020
... of multi-manager Theo Sofios also left. On product front, it has axed geared investment options and revised fees on WealthFocus platform.

The platforms with the most advisers

KANIKA SOOD  |  TUESDAY, 3 NOV 2020
... 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 rejigs WealthFocus fees

KANIKA SOOD  |  TUESDAY, 3 NOV 2020
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. ...

Garry Laurence to depart Perpetual

KANIKA SOOD  |  TUESDAY, 28 JUL 2020
... 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 ...

Perpetual slashes fees

ALLY SELBY  |  THURSDAY, 23 JUL 2020
... 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 ...

SelectingSuper winners crowned

EMMA RAPAPORT  |  THURSDAY, 16 NOV 2017
... 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 ...

SelectingSuper finalists announced

ALEX BURKE  |  FRIDAY, 20 OCT 2017
... 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 ...

Finalists for SelectingSuper Awards announced

DARREN SNYDER  |  FRIDAY, 14 OCT 2016
... 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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