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Showing 111 - 120 of 249 results for "SMAs"

DNR Capital fund scores 'Recommended' rating

KERRIE SYDEE  |  MONDAY, 15 AUG 2016
... Australian Equities High Conviction strategy that was previously only available through DNR Capital's separately managed accounts (SMAs) and individually managed accounts (IMAs). "The fund offers investors a concentrated exposure to Australian equities ...

MLC adds to SMA suite

KERRIE SYDEE  |  TUESDAY, 12 JUL 2016
... 20 focused portfolio, or as a standalone diversified exposure to the Australian market." Commenting further Vincent said: "SMAs are a great solution for both advisers and their clients. They are an efficient way for advisers to implement direct equity ...

ClearView adds annuities to wrap

MARK SMITH  |  MONDAY, 11 JUL 2016
... follows on from WealthSolutions' upgrade to its popular implemented model solutions, adding separately managed accounts (SMAs) to its investment platform in October 2015. ClearView Wealth specialises in life insurance, wealth management and financial ...

Two advice firms to get managed accounts

MARK SMITH  |  WEDNESDAY, 22 JUN 2016
Advice firms Choice Capital and Ashfords Wealth Advisors will have access to a diversified suite of SMAs managed by Beulah Capital. Non-institutional platform provider, Netwealth, has teamed up with Beulah Capital, to launch two new private label managed ...

XTBs and SMAs a good match

DARREN SNYDER  |  WEDNESDAY, 22 JUN 2016
... the STP technology processes of platforms. XTBS are technology enabling as well as investor enabling." Murphy added bond SMAs have not worked well to date because SMAs sit on technology platforms that require price and volume data feeds to work, which ...

OneVue partners with NYC manager to launch innovation SMA

ALEX BURKE  |  MONDAY, 20 JUN 2016
... high growth potential." Working with ARK Investment Management, OneVue will add global equity separately managed accounts (SMAs) to its platform, giving Australian investors access to international companies that "deliver superior long-term capital appreciation ...

SMSFs have cash top of mind

DARREN SNYDER  |  TUESDAY, 10 MAY 2016
... in investments held by its SMSF investors. The top three are managed funds (unitised trusts), separately managed accounts (SMAs), and listed shares. OneVue said investment in cash and term deposits by SMSF investors increased by 2.7% to 19.9% in the ...

Fiducian targeting SMAs

DARREN SNYDER  |  THURSDAY, 28 APR 2016
... provider Fiducian has flagged it will be targeting self-managed accounts in the next financial year, capitalising on the rise in SMAs being set up by independent financial advisers. Fiducian chief information officer Alan Dunne said the group's IT team ...

OneVue launches international equities capability

KERRIE SYDEE  |  TUESDAY, 19 APR 2016
... demand for access to global trading markets. The launch allows advisers and investors to access separately managed accounts (SMAs) that invest directly in companies listed across eight securities exchanges including Europe, the United States, Asia and ...

SMAs driving growth at fund manager Altair

MICHELLE BALTAZAR  |  MONDAY, 7 MAR 2016
... accounts solution is starting to bear fruit. Their funds under management has increased and their separately managed accounts (SMAs) are now available on two major platforms (Macquarie and netwealth). The group's admin staff and investment team have ...