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Showing 151 - 160 of 263 results for "Separately managed accounts"

SMSFs have cash top of mind

DARREN SNYDER  |  TUESDAY, 10 MAY 2016
... class in investments held by its SMSF investors. The top three are managed funds (unitised trusts), separately managed accounts (SMAs), and listed shares. OneVue said investment in cash and term deposits by SMSF investors increased by 2.7% to 19.9% in ...

OneVue launches international equities capability

KERRIE SYDEE  |  TUESDAY, 19 APR 2016
OneVue has launched an international equities capability for its separately managed accounts (SMA) service in a bid to meet growing demand for access to global trading markets. The launch allows advisers and investors to access separately managed accounts ...

SMAs driving growth at fund manager Altair

MICHELLE BALTAZAR  |  MONDAY, 7 MAR 2016
... accounts solution is starting to bear fruit. Their funds under management has increased and their separately managed accounts (SMAs) are now available on two major platforms (Macquarie and netwealth). The group's admin staff and investment team have ...

Wealth forecasting engine announces Infocus as first client

DARREN SNYDER  |  MONDAY, 7 MAR 2016
... life stages. Assets invested through Infocus' direct-to-consumer advice solution will be invested in separately managed accounts (SMAs) offered by Ibbotson Associates Australia. Infocus Wealth Management managing director Rod Bristow said in addition ...

Lonsec Research appoints new CEO

DARREN SNYDER  |  THURSDAY, 29 OCT 2015
... metrics - BIOmetrics. The business has also broadened its research coverage to include ratings on separately managed accounts, listed invested companies and mFunds, as well as keeping pace with the expanding exchange traded fund (ETF) universe.

Managed Accounts challenge to retail wealth groups

ALEX DUNNIN  |  WEDNESDAY, 30 SEP 2015
... across the sector there are now almost 350 model portfolios available to investors through either Separately Managed Accounts, Individually Managed Accounts, Discretionary Managed Accounts and the fully flexible Universal Managed Account structure. These ...

SMAs on Macquarie Wrap pass $100m milestone

STAFF WRITER  |  TUESDAY, 29 SEP 2015
Separately managed accounts (SMAs) on Macquarie Wrap have passed $100 million in funds under administration in its first year. The functionality was added to Macquarie Wrap in September 2014 to provide financial advisers with access to a range of SMAs. ...

Many APLs still block managed account usage

STAFF WRITER  |  WEDNESDAY, 23 SEP 2015
... to 'platformise' direct equity investing, almost half of advisers using managed accounts focus on Separately Managed Accounts and model portfolios. Individual managed accounts are the focus of one third of advisers who use managed accounts. Rainmaker ...

FEATURE: Managed accounts - more than meets the eye

ALEX BURKE  |  FRIDAY, 4 SEP 2015
... public face of managed accounts The other common managed account structures Heather refers to are separately managed accounts (SMAs) and individually managed accounts (IMAs). IMAs offer roughly the same level of customisation and personalisation as an ...

SMAs ideal for low-touch clients

ALEX BURKE  |  THURSDAY, 27 AUG 2015
Separately managed accounts are the ideal solution for clients with lower balances from both a practice management and client outcome perspective, according to research by JBWere. The JBWere/Investment Trends 2015 SMA Report, based on an online survey ...