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WRAP
People & Products
Insignia Financial has announced enhancements to its Expand wrap to allow greater flexibility for advisers and clients....
People & Products
Funds under administration for the Macquarie Wrap platform has passed a billion dollars this year....
Funds management
The Alphinity Global Equity Fund has been added to BT’s Panorama platform and is now available on the four platforms....
People & Products
Financial services technology firm, MA Operator, has launched uXchange promising lower fees and straight through processing....
People & Products
CFS FirstChoice Employer Super has reached the $10 billion funds under management milestone 14 years after its launch....
People & Products
Instreet Investment has entered a strategic partnership with Impact 20/80 on the Emerald Wrap, an ethical investment product....
Funds management
Legg Mason’s longevity risk focused Martin Currie Equity Income Trust, has been added to the BT Wrap and BT SuperWrap....
Financial planning
Macquarie’s SMAs on its Macquarie Wrap have hit $300 million in FUA, while the firm also announced the addition of BlackRock and Elston SMA models to its Wrap platform....
Features
Wrap platforms are increasingly evolving to meet the needs of investors looking offshore for growth, with the addition of managed funds, ETFs and SMAs, Cameron Garrett wr...
Funds management
The Altius Sustainable Bond Fund has been added to the netwealth platform following its inclusion on Emerald Wrap earlier this year....
Funds management
Responsible investing platform, Emerald Wrap, has boosted the model portfolio, information and referral tools in response to consumer demand for information and advice....
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Podcast
FWIW I am a long term holder of both. I am relaxed about my LICs trading at a discount. Part of a cycle. I would like...
The term "The democratisation of private assets continues to gain steam" is marketing misleading. There is no democracy...
I have passed this exam, and it is not easy or fair exam. It's no wonder that advisers are falsifying their results. ...