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Showing 151 - 160 of 875 results for "Separately"

Off-platform assets consume advisers' time

KARREN VERGARA  |  MONDAY, 9 NOV 2020
... in the last couple of years, we developed an integrated managed accounts platform so advisers can access custodial separately managed accounts (SMAs) and individually managed accounts (IMAs) on the platform, and have integrated reporting of non-custodial ...

Ares readies second credit fund

KANIKA SOOD  |  FRIDAY, 6 NOV 2020
... Angeles's Ares Management Corporation last October set up a joint venture with Challenger's Fidante Partners. Separately, Ares this month bid $1.85 per share (indicative) to acquire AMP.

Westpac settles two class actions

KARREN VERGARA  |  FRIDAY, 30 OCT 2020
... settlement amount as "not material" and "resolves all claims against the defendants without any admission of liability." Separately, the bank settled its rate rigging class action, which was filed in August 2016 at the US District Court for the Southern ...

AustralianSuper ratings slide at Morningstar

KANIKA SOOD  |  FRIDAY, 23 OCT 2020
... ratings house put greater emphasis on fees (for example, it started to rate different share classes of the same fund separately). It also added greater calibration in its existing five-pillar rating process (people, process, parent, performance and price). ...

Clime partners with asset consultant

ANNABELLE DICKSON  |  THURSDAY, 8 OCT 2020
... strategic and dynamic asset allocation advice and assisting in selecting managers for the managed fund component of Clime's separately managed accounts. The appointment comes as Clime sees an increased demand for its multi-asset managed account portfolios ...

Waislitz pokes holes in OneVue bid

KANIKA SOOD  |  THURSDAY, 1 OCT 2020
... appropriate valuation methodology would be to assess each of the business units (platform and funds administration) separately - especially given the strong valuations currently being afforded to platform businesses by the share market. The independent ...

ASI bolsters SMA service

ANNABELLE DICKSON  |  MONDAY, 28 SEP 2020
Aberdeen Standard Investments has added two financial planning firms to its separately managed accounts (SMA) service. Futuro Financial Services and Profusion Planning have joined the SMA service, which has goals-based models and manages 18 multi-asset ...

Lifespan adds MDAs to BT Panorama

KANIKA SOOD  |  TUESDAY, 22 SEP 2020
... FY20. Managed discretionary account services (MDAs) take the lion's share of FUM with $35.28 billion followed by separately managed accounts (SMAs) at $28.06 billion. ASIC was expected to put out a consultation paper on MDAs last year but in March ...

Robo advice solution set to launch

ALLY SELBY  |  TUESDAY, 22 SEP 2020
... Wealth Fusion will also feature complete portfolio and investment management transparency, and the tax benefits of a separately managed account. Assets on the platform will be liquid and held in the client's name. J.P. Morgan and HSBC are custodians ...

Boutique welcomes operations chief

KARREN VERGARA  |  TUESDAY, 22 SEP 2020
... industry, as a chief operating officer for a global investment firm and equities product manager, as well as her work with separately managed accounts," Rahmani said.