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Showing 161 - 170 of 810 results for "Managed Accounts"

WealthO2 names chair, director

ANNABELLE DICKSON  |  TUESDAY, 12 JAN 2021
... Software. Pettiona noted the market has significantly changed since he established HUB24. "In 2007 the benefits of managed accounts were not as well understood by advisers as today. It is technology innovation that can lead change in an industry," Pettiona ...

Super fund shuffles team, investment chief steps down

ELIZABETH MCARTHUR  |  THURSDAY, 17 DEC 2020
... Responsible Investment Association of Australasia (RIAA). Financial Standard profiled McLeod this year in its annual FS Managed Accounts journal publication. Barlow-Bolt joins from Australian Unity where she was executive general manager, investments ...

LICs show sign of struggle

ANNABELLE DICKSON  |  WEDNESDAY, 16 DEC 2020
... companies (LICs) has decreased significantly due to heightened investor interest in exchange traded products (ETPs), managed accounts and mFunds. The latest Rainmaker Information Wholesale Advantage Report show LICs previously had 50% more funds under ...

JANA appoints NFP head

KANIKA SOOD  |  MONDAY, 14 DEC 2020
... profit, in addition to retaining his role as head of retail partnerships where he is leading JANA's efforts in managed accounts. "Michael is uniquely qualified to head up our growing NFP and retail businesses. Working across Australia and the UK, he ...

Superhero to launch super fund

KARREN VERGARA  |  MONDAY, 14 DEC 2020
... Smeaton and Nick Biven to lead the platform's compliance and market operation respectively. It also launched a managed accounts offering.

BlackRock to buy equity index firm

KARREN VERGARA  |  MONDAY, 30 NOV 2020
... a subsidiary of San Francisco-based Golden Gate Capital. The transaction is a boon for BlackRock's separately managed accounts business, which will see assets roughly increase by 30% to over US$160 billion after the acquisition. Aperio's personalisation ...

AMP Capital invests in UK port

KARREN VERGARA  |  THURSDAY, 26 NOV 2020
... with an additional US$1 billion in co-investment rights and another US$1.2 billion from investors in separately managed accounts, according to Infrastructure Investors' March 2020 report. The report ranked AMP Capital, with a total of US$10.9 billion ...

HUB24 partners with wealth platform

ANNABELLE DICKSON  |  WEDNESDAY, 11 NOV 2020
Managed accounts platform HUB24 and wealth management software myprosperity have partnered to allow financial advisers who use both platforms to access digital signature functionality. Advisers will now be able to use myprosperity's integrated digital ...

New fixed income boutique launches

KANIKA SOOD  |  MONDAY, 9 NOV 2020
... delivers the opportunity for collaboration with the best market insight and expertise to also provide individually managed accounts (IMAs)." Fortlake will use J.P. Morgan, Tactical Global Management Limited (TGM) and Link Fund Solutions. The four funds ...

Off-platform assets consume advisers' time

KARREN VERGARA  |  MONDAY, 9 NOV 2020
... However, they aspire to have one platform that can deliver to all client segments, catering for all forms of managed accounts and investments, including custodial and non-custodial assets." According to the Australian Taxation Office, some $342 million ...