Search Results | Showing 1 - 10 of 91 results for %22Managed Accounts Holdings%22 |
| | ... will continue to be able to access a rich suite of online features, such as sophisticated cash management tools, managed accounts technology and automated rebalancing and Record of Advice functionality," Netwealth added. Commenting, Netwealth managing ... |
| | | ... requires a minimum investment of $5000 and it said an account can be opened in as little as five minutes. The portfolio is managed by Lifespan Financial Planning's investment committee, while the solution is underpinned by OpenInvest. Meezan Wealth Management ... |
| | | ... up 6% to $42.7 billion. Its FUA is made up of $20.9 billion on its platform (up 7%), $9 billion in separately managed accounts (up 11%), $12 billion on Powerwrap (up 11%), and $21.8 billion in non-custodial holdings (up 4%). Despite the growth, it recorded ... |
| | | ... $8 billion now. But notably, there's been strong growth in the wholesale segment, enabled by the rise of managed accounts. As previously reported by Financial Standard, according to Rainmaker Information the managed account market reached $175 billion ... |
| | | Vanguard has suspended the purchasing of Russian securities from all its actively managed funds and is also working to divest passive holdings. In a statement, Vanguard said its total exposure to Russia only accounts for about 0.01% of client assets ... |
| | | At the Financial Standard Best Practice Forum on Managed Accounts, a panel of experts have offered their honest views on whether managed accounts are delivering on the hype surrounding them. MLC Asset Management head of investment consulting (managed ... |
| | | ... offering of its type in the market and offers full transparency of assets through the use of the HIN structure and managed accounts," Bernasconi said |
| | | ... management (FUM) to double and reach $6 trillion within 20 years. The demand for exchange traded products (ETPs), managed accounts and sustainable strategies underpin much of the growth. As at end March 2021, there were almost 1000 Australian and global ... |
| | | Managed accounts assets reached a record $95.2 billion at the end of 2020 thanks in part to stock markets rebounding. According to the Institute of Managed Account Professionals chair Toby Potter, the sector is stronger than eve r and will continue ... |
| | | ... However, they aspire to have one platform that can deliver to all client segments, catering for all forms of managed accounts and investments, including custodial and non-custodial assets." According to the Australian Taxation Office, some $342 million ... |
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