Search Results | Showing 1 - 10 of 1799 results for %22Grow Wrap%22 |
| | The annual list of the world's most innovative wealthtech companies was recently released, with several Australian firms making the cut. Iress, GBST, Practifi, Lumiant, and Ignition Advice were all on the list, which was selected by a panel of industry ... |
| | | ... migration of over 1300 assets, thousands of transactions, tax parcel data and unit pricing across the group's IDPS, super wrap, and funds management offering, it said. Fiducian has some $13.1 billion in funds under management, administration and advice. ... |
| | | ... strategy. She also previously served as chief product owner for wealth management, worked in product development for Macquarie Wrap, and was a product manager in the superannuation business. She's also spent time as a state sales manager for Victoria ... |
| | | The platform welcomed a chief experience officer, chief technology officer, and head of marketing and communication. Selfwealth said it is investing in new talent, adding to its leadership in a demonstration of its commitment to driving innovation and ... |
| | | AMP's North wrap platform has introduced a feature that enables financial advisers to select investments by entering a client's target portfolio weightings. The investment switch functionality is designed to better align with how advisers construct ... |
| | | ... 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 ... |
| | | A $16.6 billion fund manager has named Citi Securities Services as its new custodian and fund administrator. Ausbil Investment Management awarded the mandate following incumbent custodian NAB Asset Servicing (NAS) exiting the market. NAS has referred ... |
| | | ... financial advisers to digitally self-serve and improve client outcomes, according to SuitabilityHub. The 2024 platform market wrap found that the move to digital self-service has enabled advisers to significantly reduce call volumes, track tasks in real-time ... |
| | | ... following its introduction of a broad range of enhancements. Likewise, the newly launched Colonial First State (CFS) Edge Wrap platform earned praise for its "harmoniously blended sophistication and affordability" and focus on operational efficiency ... |
| | | ... 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 ... |
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