All Articles tagged with 'Macquarie Wrap'

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Triple3 fund added to Macquarie Wrap

From GSFM

The Triple3 Volatility Advantage Fund has been added as an investment option on Macquarie Wrap, as advisers seek to diversify client portfolios and better manage volatility. Triple 3 Partners was

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29 Oct 2014

Macquarie adds SMAs to Macquarie Wrap

From Macquarie Group

Macquarie has announced the launch of separately managed accounts (SMAs) as an investment option on its market-leading platform, Macquarie Wrap, enabling financial advisers to view and manage their clients’ assets

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12 Sep 2014

Award-wining licensee joins managed account movement

From managedaccounts.com.au

Melbourne-based advisory firm Moran Howlett Financial Planning has become the latest boutique to launch a managed discretionary account (MDA) solution, which will ultimately see it phase out traditional wrap platforms

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09 Jul 2014

Macquarie Wrap adds the PM CAPITAL Emerging Asia Fund

From PM Capital

The PM CAPITAL Emerging Asia Fund has been approved on the Macquarie Wrap menu making access to the Fund easier for advisers. The Fund is also available on Colonial FirstWrap.

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23 Apr 2014

Planners’ satisfaction with platforms reach a ten year high

From Investment Trends

Satisfaction with platforms reached the highest level recorded in the ten years of this study’s history, surpassing the high that was achieved in 2012, according to a new report released

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11 Jul 2013

Earn CPD Points

CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]