Search Results | Showing 91 - 100 of 950 results for "Managed accounts" |
| | | ... margin declines weren't due to pricing pressure but rather a shift in asset mix, with more advisers using managed accounts. She expects ongoing innovation in that space and highlighted artificial intelligence (AI) as a key area of focus, particularly ... |
| | | | ... deliver financial solutions, Lifespan Financial Planning said. Ian Holliday has been appointed head of research and managed accounts, bringing over 25 years of experience to the fold and carries expertise in investment analysis and portfolio management. ... |
| | | | Direct indexing platform Briefcase has partnered with Praemium to launch five separately managed accounts (SMA) for retail investors. The five diversified risk-based model portfolios of Conservative, Moderate, Balanced, Growth, and High Growth are now ... |
| | | | ... Development Group (GDG) will acquire 100% of Evidentia Group for $320 million, as it looks to grow its foothold in the managed accounts space. The transaction will be partly funded by a fully underwritten equity raising of approximately $287.9 million ... |
| | | | ... to the next phase of the firm's growth." Australia Ratings Analytics focused on managed funds, separately managed accounts (SMAs) and insurance bonds. Kumar launched Foresight in 2015 after identifying a gap for forensic research in the financial ... |
| | | | The number of active separately managed accounts products in market has doubled in the past three years. That's according to APIR Systems' analysis of financial product registrations, with the December 2024 quarter data showing 25 new managed account ... |
| | | | ... appointed Aman Ramrakha as chief investment officer, tasked with overseeing its investments solutions, including managed accounts offerings. He will work closely with John Carnevale, executive general manager of research and services. Based in Sydney ... |
| | | | ... In asset management, Insignia's total FUM grew by 5% to $95.4 billion, with strong net inflows seen across its managed accounts offerings. However, while the Antares Fixed Income business saw inflows, they were partially offset by the loss of a mandate ... |
| | | | ... experience to the role particularly in the adviser research and analytics space, with direct experience across managed accounts, investment sales, sales management, cloud-based accounting software and fintech,' added Boyes. "These strategic appointments ... |
| | | | ... four years ago. He spent nearly six years at Insignia as a portfolio manager, looking after model portfolios, managed accounts, investment strategy and asset allocation. Before that, he spent two years with Challenger's Fidante Partners division ... |
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