Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 111 - 120 of 951 results for "Managed Accounts"

Institutional outflows ensure mixed quarter for Insignia Financial

JAMIE WILLIAMSON  |  THURSDAY, 24 OCT 2024
... result of increased adviser interest in Insignia's managed account offering, with $315 million going into MLC Managed Accounts. Its direct capabilities saw $964 million in net outflows due to institutional clients rebalancing within the Antares business ...

Praemium FUA up 33% to $60bn

ELIZA BAVIN  |  TUESDAY, 22 OCT 2024
... the quarter, Praemium welcomes five new client organisations to out Scope services." The Praemium separately managed accounts (SMA) scheme achieved quarterly net inflows of $165 million. The strong level of gross inflows was assisted by a return to conventional ...

Consultant hires investment solution head

MATTHEW WAI  |  THURSDAY, 17 OCT 2024
... the firm. He brings almost 20 years of experience to the fold. Vong has a track record in asset consulting and managed accounts; aside from his recent stint at Mason Stevens, Vong was stationed at Macquarie Group for over 13 years where he served as ...

Expand bolsters SMA offerings amid $10bn milestone

MATTHEW WAI  |  WEDNESDAY, 16 OCT 2024
Expand, Insignia Financial's wrap platform, has added 11 new separately managed accounts (SMA) from Betashares and Drummond Capital Partners to its investment menu. The announcement coincides with the platform hitting $10 billion in funds under management ...

Acclaim Wealth enters managed account space

ANDREW MCKEAN  |  TUESDAY, 15 OCT 2024
Acclaim Wealth has partnered with Managed Portfolios to enter the managed accounts space through a managed discretionary account (MDA) service. Acclaim Wealth chief executive Terry Constable, who succeeded Alan Hegerty in October 2023, told Financial ...

Managed account FUM passes $200bn

MATTHEW WAI  |  WEDNESDAY, 9 OCT 2024
The amount of money held in managed accounts surpassed $205 billion in the first half of the year. According to the FUM Census of Managed Accounts, compiled by the Institute of Managed Account Professionals (IMAP) and Milliman, in the six months to ...

ETFs preferred vehicles for Aussie, US advisers: Surveys

KARREN VERGARA  |  MONDAY, 30 SEP 2024
... reveals ETFs have become the preferred vehicle for US investment advisers. ISS MI found that ETFs trump separately managed accounts (SMA) for 60% of advisers. The preference for ETFs comes at the expense of managed funds as only 15% of advisers stick ...

Megatrends impacting portfolio construction: Mercer

ELIZA BAVIN  |  THURSDAY, 19 SEP 2024
... trends investors need to take into consideration when building clients' portfolios at the Financial Standard Managed Accounts Forum. Jacques said there are several structural trends playing out across asset classes as well as inflationary pressures and ...

Advisers reveal hurdles preventing SMA adoption

ELIZA BAVIN  |  THURSDAY, 19 SEP 2024
... portfolios EMEA and APAC Kathleen Gallagher revealed the main concerns financial advisers have with employing managed accounts in their business, at the 2024 Financial Standard Managed Accounts Forum. After surveying financial advisers, in partnership ...

Financial Standard wins Impact Award

STAFF WRITER  |  FRIDAY, 6 SEP 2024
... took home the gong for alternatives. In partner services, the category Financial Standard was nominated in, BT Managed Accounts scored Managed Account Offering of the Year, and Lifespan Financial Planning was awarded Dealer Group of the Year. "We are ...