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Showing 1 - 10 of 5890 results for %22Market Wrap PM%22

Selfwealth expands leadership team

JAMIE WILLIAMSON  |  THURSDAY, 14 MAR 2024
... "Together with the new leadership team, I look forward to better serving our customers and taking advantage of the potential market and industry opportunities that the prevailing environment presents."

Fund manager awards custody mandate

KARREN VERGARA  |  TUESDAY, 20 FEB 2024
... administrator. Ausbil Investment Management awarded the mandate following incumbent custodian NAB Asset Servicing (NAS) exiting the market. NAS has referred some of its clients to Citi and gave its Australian custody client base the option to transition. ...

Platforms ramp up innovation, back-end efficiencies

KARREN VERGARA  |  FRIDAY, 16 FEB 2024
... 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 ...

Insignia Financial touts strong start to FY24, simplification

JAMIE WILLIAMSON  |  THURSDAY, 25 JAN 2024
... $1.7 billion in net outflows and a $1 billion decrease related to the divestment of its investment bonds unit, offset by market performance. The outflows were from existing institutional clients, with $1.2 billion taken from Antares Fixed Income alone ...

ASX calls time on mFund settlement service

ANDREW MCKEAN  |  TUESDAY, 28 NOV 2023
... setting a tentative deadline of May 2026 for the removal of funds. ASX noted that, since mFund's launch, an evolving market environment and shifting investor behaviours rendered its future as a material player Australian funds management market increasingly ...

Government must do more after product failures: FSC, SCA

JAMIE WILLIAMSON, RACHEL ALEMBAKIS  |  FRIDAY, 1 SEP 2023
... which means members are not able to use the test results to easily compare all available investment options across the market," he said. Also critical of the test's application was AMP group executive, platforms Edwina Maloney, who said: "In its current ...

Treasury names new ASIC commissioners

KARREN VERGARA  |  FRIDAY, 25 AUG 2023
... positions with responsibility for data and digital economic reforms, small business policy, and regulatory frameworks governing market conduct. Her appointment is effective September 11. Kirkland has led CHOICE for over 11 years. He has worked with the ...

Insignia consolidates further, creates Client Wellbeing arm

JAMIE WILLIAMSON  |  THURSDAY, 24 AUG 2023
... Insignia said it is focused on improvements in several areas, including strengthening its top position in the workplace super market, consolidating its Wrap platforms, growing its managed accounts and private equity capabilities.

Netwealth gears up to relaunch Core, market share expands

ANDREW MCKEAN  |  WEDNESDAY, 16 AUG 2023
... over 10% increase in client accounts. As the company enters FY24, Netwealth said it's poised to further expand its market share, which has already grown to 6.7% as of March 2023, as per a Plan for Life analysis of wrap, platform, and master trust. ...

BT names distribution lead

KARREN VERGARA  |  TUESDAY, 23 MAY 2023
... financial advisers, holding 12% of the aligned segment, followed by BT Panorama which has 10.3% and Macquarie Wrap with 8.6% market share. Chief strategy and product officer Kathy Vincent said: "Jason is the right fit for the team at the right time. ...
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