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Showing 1 - 10 of 249 results for "SMAs"

Advisers flock to managed accounts, but are very selective

ELIZA BAVIN  |  FRIDAY, 15 MAR 2024
... clients' total assets into a managed account, with the most popular (68%) being multi-asset class. "Separately managed accounts (SMAs) continue to be the most widely used structure for implementation (80% cite this). Sixty per cent of these solutions ...

Managed account FUM closes in on $200bn milestone

JAMIE WILLIAMSON  |  TUESDAY, 12 MAR 2024
... period to hit $194.85 billion. This is an annual increase of $50.3 billion. The bulk is held in separately managed accounts (SMAs), being $108.82 billion, while managed discretionary accounts (MDAs) hold $61.64 billion. In the 12 months to 31 December ...

New enhancements to Expand, CFS Edge

CHLOE WALKER  |  THURSDAY, 14 DEC 2023
... enhancements to the Expand Essential menu are expecting in April next year, including a full suite of separately managed accounts (SMAs). Elsewhere, the Accelerate Series, now available on CFS Edge, combines reduced investment fees with discounted administration ...

Insignia's managed account FUM swells

STAFF WRITER  |  MONDAY, 23 OCT 2023
... managed accounts (SMA) managed by MLC Asset Management on MLC Wrap. The month of September saw record flows for both MDAs and SMAs, Insignia said, clocking $248 million in net flows. "We are pleased to see the uptake in our managed account solutions ...

Clime outlines growth focus, wins mandate

CHLOE WALKER  |  WEDNESDAY, 26 APR 2023
... the March quarter. About $1.3 billion of this is held in individual managed accounts (IMAs), separately managed accounts (SMAs) and managed funds. It also holds $3.8 billion FUA with the Madison network and $0.5 billion on its WealthPortal platform. ...

Clime profits slide, poised for further M&A

CASSANDRA BALDINI  |  MONDAY, 27 FEB 2023
... $4.2 billion. It said direct funds under management via individually managed accounts (IMAs), separately managed accounts (SMAs) and managed funds added $98 million or 8% to $1.3 billion since 30 June 2022. It also reported, Madison Financial Group's ...

I know it's hard, but it could be harder: Lowe

CASSANDRA BALDINI  |  WEDNESDAY, 15 FEB 2023
Appearing at a Senate hearing today, Reserve Bank of Australia (RBA) governor Philip Lowe said people have forgotten how corrosive inflation is. The governor explained the RBA has one priority and that is to bring inflation down. "Inflation at the moment ...

Managed accounts dominated by SMAs

ANDREW MCKEAN  |  WEDNESDAY, 21 DEC 2022
... Rainmaker data, separately managed accounts' (SMA) footprint in the managed account sector has risen dramatically in two years. SMAs funds under advice (FUA) in the past two years increased 151%. Meanwhile, managed discretionary accounts (MDAs) increased ...

Colonial First State adds 17 new funds to FirstChoice platform

ANDREW MCKEAN  |  THURSDAY, 1 DEC 2022
... market leader in managed accounts. We'll offer a complete suite of portfolio management solutions, including tailored SMAs that can be designed to unique needs of advisers and their clients. For businesses with a MDA licence, we'll deliver institutional ...

Colonial First State debuts 'major wealth platform innovation'

ANDREW MCKEAN  |  WEDNESDAY, 23 NOV 2022
... market leader in managed accounts. We'll offer a complete suite of portfolio management solutions, including tailored SMAs that can be designed to unique needs of advisers and their clients. For businesses with a MDA licence, we'll deliver institutional ...
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