wraps

Financial planning

Big banks now also-rans in platform space

The big banks once dominated the platform space but they have been supplanted by HUB24, Netwealth, and Praemium....

Funds management

Separately managed accounts on Macquarie Wrap investment platform have exceeded $1 billion in funds under administration....

Features

Riding the cycle – the changing face of platforms

Mike Taylor writes that astute riding of the regulatory cycle combined with an acute understanding of adviser needs has helped reshape the Australian platform market....

Features

Planner needs driving platform developments

Mike Taylor writes that platforms are rapidly evolving to meet both planner needs and Australia’s rapidly changing demographics — something which has given rise to the av...

Funds management

Wingate Global Equity Fund added to Macquarie Wrap

The Wingate Global Equity Fund — Wholesale Units has been added to the Macquarie Wrap platform, to provide investors with exposure to the growth of global markets....

Financial planning

ANZ launches suite of changes in wraps and insurance

ANZ will launch its Grow Wrap after partnering with Macquarie in February, and will pilot a health and wellness pilot to relieve insurance costs for clients. ...

Funds management

CFS back on top

Colonial First State’s platform offerings are back to their best in the eyes of financial planners, taking the top two spots in Wealth Insights’ Service Level Report....