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....

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Financial planning

Adviser-facing support services should be a focus area for platform improvement, according to Investment Trends. ...

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Funds management

The Legg Mason Brandywine Global Income Optimiser fund has been added to Macquarie Wrap....

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People & Products

Macquarie Wrap’s Neil Roderick and HUB24’s Darren Pettiona have been appointed to the board of the wealth management software firm....

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Funds management

The DNR Capital Australian Equities Income Fund has been added to Macquarie Wrap, Netwealth and HUB24 platforms....

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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...

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Financial planning

Financial advisers are becoming less loyal to particular investment platforms as they look to navigate tougher times and the COVID-19 pandemic....

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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....

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Funds management

The Aoris International fund has been added to BT’s Wrap and Panorama platforms....

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Funds management

DNR Capital has announced that its Australian Emerging Companies Fund has been added to six new platforms....

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Funds management

BetaShares has announced that its exchange traded fund model portfolios are now accessible to financial advisers via separately managed accounts....

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People & Products

Macquarie has announced its separately managed accounts on the Macquarie Wrap platform have surpassed $2 billion in funds under administration....

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People & Products

The Allan Gray Australia Equity Fund Class B has been added to Macquarie Wrap....

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Funds management

Hyperion Asset Management has announced that its Global Growth Companies Fund has been added to the Macquarie Wrap platform....

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Funds management

Two Legg Mason global funds have been added to investment platform, Macquarie Wrap....

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

5 days 22 hours ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

5 days 23 hours ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

6 days 22 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 1 week ago