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Showing 101 - 110 of 1238 results for "managed account"

Clients' evolving circumstances a 'key barrier' for advisers: Netwealth

MATTHEW WAI  |  THURSDAY, 10 APR 2025
... or $1 billion, it said. Funds under management (FUM) net flows grew $1 billion, buoyed to $24.8 billion, while managed account net flows were 42% higher than the prior corresponding period, with a closing balance of $21.4 billion. Looking ahead, the ...

Fitzpatricks names head of product

KARREN VERGARA  |  TUESDAY, 8 APR 2025
Fitzpatricks Group appointed a head of product from Colonial First State (CFS) as it bolsters its investment products and services to financial advisers and their clients. Andrew Chapple joins Fitzpatricks in the newly created role based in Sydney. ...

Genium adds two staffers

ELIZABETH FRY  |  THURSDAY, 3 APR 2025
The boutique investment consulting and research house has made two new hires to support the continued growth of its ratings business. Simon Scott joins Genium Investment Partners as a research analyst and will help expand research ratings coverage across ...

RainmakerLive rebrands to Rainmaker MarketPro

STAFF WRITER  |  TUESDAY, 1 APR 2025
Rainmaker Information has rebranded the RainmakerLive terminal to Rainmaker MarketPro and introduced several key product updates. "Rainmaker MarketPro is the only local source of data and insights for wealth managers that is backed by global technology ...

AMP introduces geared retirement options

MATTHEW WAI  |  MONDAY, 31 MAR 2025
... introduce Australia's "first targeted geared retirement series." Unveiled today, the Betashares Moderately Geared Managed Account Portfolios, now added to North, are designed to increase exposure to defensive assets and income, offering a cost-effective ...

Morningstar adds to multi-asset team

ELIZABETH FRY  |  THURSDAY, 27 MAR 2025
... analyst, leaving to join BT four years later as a portfolio manager. At BT, he focused squarely on separately managed account portfolios. He also did a stint at JANA Investment Advisors. "We are delighted to welcome Joel back to the team. He will be ...

Trump Media to launch ETFs

ANDREW MCKEAN  |  WEDNESDAY, 26 MAR 2025
Trump Media and Technology Group, the operator of social media platform Truth Social, has signed a non-binding agreement with Crypto.com to roll out a suite of branded ETFs through Truth.Fi, its financial services and fintech brand launched in January. ...

JANA hires Mercer principal

ELIZABETH FRY  |  THURSDAY, 20 MAR 2025
... investment solutions. As JANA expands its presence in the wealth sector, we are seeing increasing demand for customised managed account engagements," he said. Wilson added: "JANA's reputation in investment consulting is second to none, and I'm ...

CFS Edge, North enhance platform capabilities

MATTHEW WAI  |  THURSDAY, 20 MAR 2025
Colonial First State (CFS) and AMP have announced updates to their respective managed accounts (MAs) platforms - CFS Edge and North - bringing new international investment options and technological advancements. The CFS Edge platform has expanded its ...

Managed account use at record high: Data

MATTHEW WAI  |  MONDAY, 17 MAR 2025
... 2024. The sector has seen record-breaking growth, now sitting at $232.77 billion, according to the Institute of Managed Account Professionals' (IMAP), increasing 23.2% in the 12 months to December 2024. Currently, SMAs hold the largest market share ...