Take-up of managed accounts is expected to increase in the next 12 months as more products are added to the MyNorth and Macquarie Wrap platforms....
Adviser-facing support services should be a focus area for platform improvement, according to Investment Trends. ...
The Legg Mason Brandywine Global Income Optimiser fund has been added to Macquarie Wrap....
Macquarie Wrap’s Neil Roderick and HUB24’s Darren Pettiona have been appointed to the board of the wealth management software firm....
The DNR Capital Australian Equities Income Fund has been added to Macquarie Wrap, Netwealth and HUB24 platforms....
US-based fund manager, GQG Partners, has announced it has been awarded a $20 million allocation from boutique investment advisory firm PlayfairTan to its global equity st...
Financial advisers are becoming less loyal to particular investment platforms as they look to navigate tougher times and the COVID-19 pandemic....
The latest Investment Trends research suggests the days of the big banks dominating and leading the platform space have come to an end....
The Aoris International fund has been added to BT’s Wrap and Panorama platforms....
DNR Capital has announced that its Australian Emerging Companies Fund has been added to six new platforms....
BetaShares has announced that its exchange traded fund model portfolios are now accessible to financial advisers via separately managed accounts....
Macquarie has announced its separately managed accounts on the Macquarie Wrap platform have surpassed $2 billion in funds under administration....
The Allan Gray Australia Equity Fund Class B has been added to Macquarie Wrap....
Hyperion Asset Management has announced that its Global Growth Companies Fund has been added to the Macquarie Wrap platform....
Two Legg Mason global funds have been added to investment platform, Macquarie Wrap....
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...