Search Results | Showing 101 - 110 of 1272 results for "managed account" |
| | | The number of contestable investment mandates rose to 6007 in the March quarter of this year, according to the latest Rainmaker Mandate Chaser report. Managed accounts was the largest market segment with 2658, followed by 2368 for super, 770 for investment ... |
| | | | ... early stages of commercialisation, Centrepoint Alliance said, focussing on onboarding advisers, expanding the managed account offering and completing integrations with adviser software applications. The deal with Brighter Super also saw three advisers ... |
| | | | Praemium's separately managed accounts (SMA) business reported $610 million of net inflows while Powerwrap's outflows topped $299 million for the 2025 financial year. In addition to the SMA business, total funds under administration (FUA) was ... |
| | | | The Institute of Managed Account Professionals (IMAP) has announced the winners of the 2025 IMAP Managed Account Awards across nine categories, with Morgan Stanley Wealth Management Australia taking out two categories. Morgan Stanley Wealth Management ... |
| | | | After reporting a $185 million loss last year, Insignia Financial has clawed its way back to a $16.1 million profit in FY25. Insignia Financial has undergone an extensive cost optimisation program in recent years, which included transitioning its master ... |
| | | | ... the platform also saw adviser numbers rise to 3971, up 5.6% over the year. Other key business drivers include managed account net flows of $4.3 billion, increased by 56.5%. Looking forward, Netwealth said it has commenced the new financial year with ... |
| | | | The latest findings from Investment Trends reveal that only half of financial advice practices report positive momentum when it comes to profitability. The 2025 Adviser Business Model Report shows that profitability in the sector continues to improve ... |
| | | | ... platform, "with a clear focus on scalability, transparency, and adviser efficiency." In March, the Institute of Managed Account Professionals (IMAP) determined the local managed accounts sector had grown to over $232 billion in 2024. |
| | | | Fiducian Group's funds under advice (FUA) hit $5 billion in the 2025 financial year as net inflows from salaried and franchisee financial advisers reached $343 million. FUA grew 4% year on year from $4.8 billion across its Core, Auxilium and Badges ... |
| | | | MLC Expand has launched its new Essential+ investment menu, offering access to term deposits and exchange traded funds (ETFs) from a range of Australian financial institutions. The Essential+ menu complements the existing suite of MLC managed funds ... |
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