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Showing 1 - 10 of 1062 results for "managed account"

Advisers should leverage US tech blueprint: SIAA panel

KARREN VERGARA  |  TUESDAY, 14 MAY 2024
While the US is at the forefront of financial advisers leveraging the best technology available, Australia's advice industry cannot be left behind and should learn from the blueprint it has laid out, investment experts told the Stockbrokers and Investment ...

AMP Advice partners with BlackRock and Lonsec

ELIZA BAVIN  |  TUESDAY, 30 APR 2024
AMP Advice has engaged BlackRock Australia and Lonsec to introduce a new category of tailored managed portfolio solutions, making it accessible to more advice practices. Advisers will have access to portfolio performance tracking and dedicated content ...

JANA appoints new director of client development

ELIZA BAVIN  |  TUESDAY, 23 APR 2024
... into Srinivasan. "The breadth of services JANA provides is impressive, including their ability to provide bespoke managed account offerings," Chebli said. "The industry's ever-evolving challenges demand dynamic solutions and I look forward to sharing ...

Netwealth's share price rises following strong inflows

ANDREW MCKEAN  |  FRIDAY, 12 APR 2024
... billion. This growth consisted of $10.6 billion from net inflows and $8.2 billion from market gains. Meanwhile, managed account balances rose to $17.0 billion, a 62.1% increase compared to the prior corresponding period (PCP), bolstered by net inflows ...

Zenith welcomes back original partner

ELIZA BAVIN  |  TUESDAY, 9 APR 2024
... depth and considerable market experience to the team, and further support the growing adviser demand for Zenith's managed account solutions. "After taking 12 months away from the industry to explore personal interests, Ben's passion for investing has ...

Advisers flock to managed accounts, but are very selective

ELIZA BAVIN  |  FRIDAY, 15 MAR 2024
... clients. "As expected, more advisers are using these structures for lower balance clients, with 40% of existing managed account advisers believing it's appropriate to hold the majority of assets in a managed account for clients with balances less than ...

Managed account FUM closes in on $200bn milestone

JAMIE WILLIAMSON  |  TUESDAY, 12 MAR 2024
According to the latest figures, there is now about $195 billion held in managed accounts - up $33 billion in the six months to December end. The IMAP Census of Managed Accounts FUM shows the total grew by some 20.47% in the six-month period to hit ...

InvestSMART launches investing platform

ANDREW MCKEAN  |  THURSDAY, 7 MAR 2024
InvestSMART has launched a white label online investing platform and appointed Rask Invest as its first external investment manager. Under this partnership, Rask Invest's clients will now have their funds managed within three Rask investment portfolios ...

Centrepoint Alliance targets further growth with new platform

JAMIE WILLIAMSON  |  MONDAY, 26 FEB 2024
... will also feature an extensive range of managed accounts, Centrepoint said, citing data that suggests the local managed account market will be worth $280 billion by 2026. It added that the platform will complement the 12 platforms already available on ...

Platforms ramp up innovation, back-end efficiencies

KARREN VERGARA  |  FRIDAY, 16 FEB 2024
Platform providers' ability to innovate and improve administrative efficiencies are enabling financial advisers to digitally self-serve and improve client outcomes, according to SuitabilityHub. The 2024 platform market wrap found that the move to digital ...
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