0000004847 00000 n Domestic equities Your JBWere Advisor will buy and sell ASX-listed securities via our Broker. The OpenInvest online marketplace and platform has launched, with self-managed superannuation fund trustees the... 17 October. In order to give you the best site experience, we need to know what kind of investor you are. He should have been done under Australian Consumer Law where misleading and deceptive conduct... Sam Henderson sentenced to two years good behaviour 4 hours 51 min ago. Meanwhile, NAB announced last month that three SMAs added to its MLC Wrap and MLC Navigator platforms had reported a combined intake of more than $7 million since their launch in May. 0000021313 00000 n Both executives said the SMA sector was on the cusp of being a very strong growth market as it provided greater efficiencies for advisers and improved compliance for dealer groups, and at the same time enabled clients to access professional investment management but with the transparency and low cost of direct investments. Fee data may not include all costs being charged such as platform and adviser fees. �%خ�|ܭ�a��7�VfW���.�g` %%EOF Related Articles: SMAs boost funds at MLC, Praemium | Research shows SMA use at all-time high |.

“This means there is no need to provide clients with individual statements of advice every time the composition of the portfolio changes.” “Stock selection, portfolio rebalancing, administration and after-market support are outsourced to the manager of the SMA, as well as responsibility for handling of corporate actions. . Wealth manager JBWere has extended its virtual managed accounts agreement with Praemium for another two years. AMP fires AMP Capital to go passive with KiwiSaver, NZRT, Adequacy downgrade hits NZ pension rating as Mercer study finds global pandemic impact, Westpac NZ flags retail advice sale to Forsyth Barr, GSF to face independent investment review as long-term returns miss the mark, Hunter chief slams tax-leakage as hidden fee, MJW study finds value-growth divide remains; plus death-defying data in Kiwi COVID times, Solid flows as InvestNow scheme goes live, MBIE clarifies $100m threshold as default game moves from theory to practice, Public Trust puts $680m wrap admin in play, PRI upgrades Australasian presence in Asian push, The horror year in technicolour: free KiwiSaver 13 report released, Four to the core: Smartshares to expand, rearrange and reprice ETFs, Kitset KiwiSaver scheme set to unwrap in spring, Funds eye bargains, self-shoppers hoard cash, KiwiSavers turn conservative, FMA study debunks KiwiSaver index-hugging but puts the squeeze on fees…, AMP Capital NZ chief quits amid equities exodus offshore, Skin-deep investments: why beauty is in the eye of the (share) beholder, Navigating the recession: Why digital is key to driving business growth, KiwiSaver supermarkets opening soon: why corner dairy schemes face real competition, Capital diet: how investors can generate income in a negative rates world. endstream endobj startxref h�b```b``������������bl,3�8�Ć �;MB��>�g%K˨��qL =��05��+to��s JBWere Multi-Asset Platform – How to Guide 5 Operating your account The way your Account operates will depend on the investments you select in consultation with your JBWere Advisor and within your chosen advice option. JB Were, the National Bank of Australia-owned wealth management business, added about $800 million in funds under administration (FUA) to the NZX Wealth Technologies platform in June. DNR Capital’s fund added to three platforms, DNR Capital launches Aussie equity income fund, Time in market more beneficial than market timing, Australian ETF industry reaches $67.2b in July, Six Aussie equity funds report positive returns for H1 2020. You'll get to know us well and vice versa - because we make an effort to build genuine, one-to-one relationships. “The addition of SMAs to more of the major dealer group platforms should drive a surge in investor take-up,” Wright said, adding 11 platforms now provided access to SMAs, up from seven in 2014. Ten superannuation funds have accounted for more than half of the hardship early release... Online investment platform targets SMSF trustees, JBWere’s new adviser remuneration model welcomed, MLC Life doesn’t want tech challenges to impact adviser remuneration, Sam Henderson sentenced to two years good behaviour, ASIC wants to remove barriers to scaled advice, Understanding the difference between wholesale and retail clients under FOFA, ATO alone wholly responsible for identifying super early release applicants, The 10 super funds which paid half of all early release payments, Annual Risk Policy & Awards Breakfast 2017. endstream endobj 188 0 obj <>>> endobj 189 0 obj <> endobj 190 0 obj <. Senate ticks raise sector stability hopes, Video: Banking royal commission – Part III, Significant promotional spending by industry warrants mo..View more, Video: Banking royal commission – Part II, Why the BRC is a pivotal moment for the sector...View more, Opinion - From ‘made in China’ to ‘created in China’, AIOFP amends constitution for TPB recognition, Feature: Navigating the costs of a long life, Deeper integration for robo-advice on the way, Supreme Court denies Timbercorp investors, Featured, News - Financial Planning, News - Investment. �D�`���[email protected]�m�r�.9Q:t���5{�,:+�Ѕ�,,�#�7&����ǯ@�T��e��8S�U�E2���6��N"�^}�@�$�~���� tt�� dIt4��* It's a small word but we use it a lot. 0000001814 00000 n Australian EquityFixed Int - Australian BondProperty - Australian ListedCommodity and Energy.

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Speaking at a media briefing yesterday, group chief investment officer James Wright and investment services executive director Andrew Tracy said research undertaken with Investment Trends showed almost 70 per cent of potential SMA users wanted access to an international equity SMA. 0000026333 00000 n Aussie fixed income outshines Aussie equities, Muted recovery expected for global markets: Natixis IM, Active management crucial for uncertain times in FI, IPL enters agreement with adviser Wealth Today, Netwealth partners with Ironbark for managed account service. 0000002791 00000 n Sign up here to receive our weekly newsletter. 0000006981 00000 n June 18, 2020 16:02 PM. The JBWere Multi-Asset Platform is our central offering for our Private Wealth Management clients. !��E�A+�΍O�*�OD6�`=�ǰ����酸�.� Œiĝ��!+(D�X�=�| ���� Should investors have picked Aussie or global bonds? JBWere is 80.1% owned by National Wealth Management Holdings Limited ABN 73 093 329 983, a wholly owned subsidiary of National Australia Bank Limited ABN 12 004 044 937, AFSL No. Our people are not just advisers, they are guardians of your best interests. 1175 0 obj <> endobj xref • the JBWere Multi‑Asset Platform, an administration platform operated by JBWere and designed to administer and hold your investments; and • JBWere’s other products and services, and to assist you when deciding to use those products and services. Here you can find all of our electronic books and journals, for purchase and download or subscriber access.

h�b```�7,,�����Y8� �c`(���4�}���"2�?8���{������s�q�H�5��g�-eOH�`9禚G��`��KTE�3��Lp�\��xV�&G��{�e^Tcq�ñ}���`��3�BLJ @c;�#�� �$�+X�"e 0000009285 00000 n The JBWere Multi-Asset Platform is provided by JBWere Limited ABN 68 137 978 360, AFSL 341162. Praemium’s V-Wrap chosen by JBWere. 0000005056 00000 n China's bond market could appeal in low-yield world. 0000007478 00000 n It provides you with access to a comprehensive range of products and services including: Advisory services; Investment advice; Asset allocation; Strategic Financial Planning; Execution and settlement of trades; Custody and administration of assets It's a small word but we use it a lot. Wright highlighted that investor SMA use had rapidly risen to the highest level on record, with 20 per cent of planners now using SMAs as part of a client investment portfolio, with 23 per cent looking to start using them in the next two years. Ua�;:���S��1y&��b��Cx�"��T�L�Ҫ�pb�t>�C- They seem to be working on Technology and Operations with no progress... MLC Life doesn’t want tech challenges to impact adviser remuneration 4 hours 45 min ago. 0000009858 00000 n Will further lowering of interest rates be beneficial? With JBWere you will build a relationship that lasts a lifetime. Tracy said that securing a position for products such as SMA model portfolios on platforms was a more time-consuming exercise than getting on approved product lists, and adviser demand was a key factor in how quickly this could be achieved. You should refer to the JBWere Multi ‑Asset Platform Guide for further information about the 0aFA!� �Q�#���Ve26�@2� (7MI ��A��pQ��j�[_ iQ 6�e������OYС�����ڡ�ED�A�#���Z���%��DOW�4� �o�b�`۰�? The pair acknowledged that JBWere was also in talks with other platform providers about increasing the distribution of its SMA model portfolios. Wright said JBWere was in discussions with Mason Stevens and BT Financial Group, which this year added managed account portfolio capabilities to its Panorama platform, while existing JBWere offerings were currently only available via Macquarie, MLC, OneVue and Praemium platforms.

I'm sure they'll take advice from the usual external cohorts and we'll all be... ASIC wants to remove barriers to scaled advice5 hours 4 min ago. Macquarie Investment Management has joined the OpenInvest online marketplace for self-directed investors. 1175 25 0000002947 00000 n National Australia Bank (NAB)-owned business JBWere has revealed it is only months away from launching its first international equities separately managed account (SMA) model portfolio, which will take its suite of offerings from seven to eight. 0000008724 00000 n Our People Care. %PDF-1.4 %���� �g�g00��I�z9,� ��;WC�20.

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0000009400 00000 n Sally is a widely respected economic and financial market professional with a demonstrated track record of producing high quality research within leading Financial Service organisations. Our people are not just advisers, they are guardians of your best interests. 4 JBWere Multi-Asset Platform – Investment menu JBWere Multi‑Asset Platform – Investments The JBWere Multi -Asset Platform provides access to a diverse range of direct and managed investments across the following asset classes: • Cash – the JBWere Cash Account; • Domestic equities – ASX-listed investments, including Exchange 0000004207 00000 n Our People Care. 0000008029 00000 n Please select the title that best describes you below.

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0000000796 00000 n For the effect of fees on your cumulative returns, please see our report How Fees Can Destroy Your Wealth . ... People & Products.

h�bbd``b`���@�i>�`�� $�eAb{A�s�w���$�M�ġL�� @#���� qy The OpenInvest online marketplace and platform has launched, with self-managed superannuation fund trustees the... JBWere has become a full member of the industry body representing responsible, ethical and impact investors, the... JBWere has put aside its internal system and chosen to move to Praemium’s V-Wrap, with the agreement’s potential... JBWere’s new remuneration model for advisers, which reduces reliance on grid commissions, has been welcomed by the... NAB restructures to create NAB Private to enable better servicing of high net worth clients. 488 0 obj <>stream With JBWere you will build a relationship that lasts a lifetime. Wright said JBWere was in discussions with Mason Stevens and BT Financial Group, which this year added managed account portfolio capabilities to its Panorama platform, while existing JBWere offerings were … We invite you to click on the video to hear a business update from JBWere's Chief Executive, Justin Greiner.

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