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MACQUARIE WRAP
Financial planning
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....
Financial planning
Adviser-facing support services should be a focus area for platform improvement, according to Investment Trends. ...
Funds management
The Legg Mason Brandywine Global Income Optimiser fund has been added to Macquarie Wrap....
People & Products
Macquarie Wrap’s Neil Roderick and HUB24’s Darren Pettiona have been appointed to the board of the wealth management software firm....
Funds management
The DNR Capital Australian Equities Income Fund has been added to Macquarie Wrap, Netwealth and HUB24 platforms....
Funds management
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 planning
Financial advisers are becoming less loyal to particular investment platforms as they look to navigate tougher times and the COVID-19 pandemic....
Financial planning
The latest Investment Trends research suggests the days of the big banks dominating and leading the platform space have come to an end....
Funds management
The Aoris International fund has been added to BT’s Wrap and Panorama platforms....
Funds management
DNR Capital has announced that its Australian Emerging Companies Fund has been added to six new platforms....
Funds management
BetaShares has announced that its exchange traded fund model portfolios are now accessible to financial advisers via separately managed accounts....
People & Products
Macquarie has announced its separately managed accounts on the Macquarie Wrap platform have surpassed $2 billion in funds under administration....
People & Products
The Allan Gray Australia Equity Fund Class B has been added to Macquarie Wrap....
Funds management
Hyperion Asset Management has announced that its Global Growth Companies Fund has been added to the Macquarie Wrap platform....
Funds management
Two Legg Mason global funds have been added to investment platform, Macquarie Wrap....
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MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....