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Showing 151 - 160 of 985 results for "Managed Accounts"

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 ...

IMAP names award winners for 2024

MATTHEW WAI  |  FRIDAY, 23 AUG 2024
... Account Professionals (IMAP) presented its annual awards overnight, shining a spotlight on some of the best in managed accounts. The awards recognised companies across nine categories, with a few standing out for their consecutive wins. Perpetual Private ...

Centrepoint profit jumps, grows advisers

ELIZA BAVIN  |  THURSDAY, 22 AUG 2024
... continues to recruit advisers and is benefitting from industry consolidation," it said. "New initiatives such as managed accounts and lending as a service are gaining traction and the IconiQ platform will shortly be launched." Centrepoint said the launch ...

Bennelong, Leadenhall launch ILS fund

KARREN VERGARA  |  TUESDAY, 20 AUG 2024
... firm specialising in life and non-life insurance linked investments and offers open and closed-ended funds and managed accounts. ILS are typically fixed income investments that pay regular coupons. Leadenhall managing partner Lorenzo Volpi said insurance ...

New mandate boosts JANA's wealth division

MATTHEW WAI  |  WEDNESDAY, 14 AUG 2024
... services. JANA announced a new agreement with Investor Wealth, providing consultancy and support services related to managed accounts, including model management. The announcement follows the recent mandate from separately managed accounts (SMA) aggregator ...

How many advisers will Australia have in 2044?

KARREN VERGARA  |  TUESDAY, 13 AUG 2024
... themes in the financial advice space. This has an impact on the volume of funds under advice," Rainmaker said. Managed accounts and ETPs are also growing rapidly, though volumes at this stage are only minor in market-wide terms. "This leads to a conundrum ...

Netwealth FUA nears $90bn

KARREN VERGARA  |  TUESDAY, 13 AUG 2024
... stead to competitor HUB24, which reported FUA of $104.7 billion in June, up 30% year on year. Netwealth's managed accounts business saw assets rise sharply by 29.4% to $17.6 billion, while the relaunched Accelerator Core product recorded net inflows ...