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Showing 171 - 180 of 813 results for "Managed Accounts"

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 ...

Macquarie profits slide 32%

KANIKA SOOD  |  FRIDAY, 6 NOV 2020
... grew to $89.3 billion at September end, which is an increase of 20% since March. The expanded Macquarie Wrap managed accounts offering added $1 billion in the same period, to it $4 billion. Wealth management fee income was $136 million, down from $144 ...

FASEA urged to clarify in-house product conflicts

ELIZABETH MCARTHUR  |  THURSDAY, 5 NOV 2020
The Institute of Managed Accounts Professionals (IMAP) has written to FASEA again, arguing that its latest guidance on the Code of Ethics leaves much to be desired. IMAP's main issue is with Standard 3, which seeks to eliminate conflicts of interest ...

Frontier Advisors eyes international clients

KANIKA SOOD  |  WEDNESDAY, 28 OCT 2020
... make its advisory job easier by allowing them on the platform infrastructure. However it wants to stay away from managed accounts or the adviser-led market, which its competitor JANA just entered via a managed accounts offering. Its role is advising ...

Boutique hires from MLC Asset Management

KANIKA SOOD  |  TUESDAY, 27 OCT 2020
... hire is to broaden distribution lines, primarily through national dealer groups, model portfolio inclusion and managed accounts. "Rebecca will be actively engaging with senior research, consulting and management personnel within our existing and prospective ...

Chant West head of client development to retire

KANIKA SOOD  |  MONDAY, 26 OCT 2020
... retirement comes as Peck turns 60. He will continue to sit on the board of Aracon Super, which is owned by ASX-listed managed accounts business Xplore Wealth.

Powerwrap delists, Praemium takes over

ANNABELLE DICKSON  |  MONDAY, 12 OCT 2020
Managed accounts platform Powerwrap has de-listed from the ASX and its chief executive and board have stepped down following the acquisition by Praemium. In the next move of the off-market takeover, Praemium made payment of the 94% in acceptances on ...

Ratings house launches

KARREN VERGARA  |  THURSDAY, 8 OCT 2020
... made available to financial advisers. Ashton said because Evergreen Consultants has traditionally focussed on managed accounts and liquid investments, an analysis of the 'non-traditional' products often sits outside the scope of standard client work. ...

Editor's Choice

Australian Retirement Trust people chief to depart

ELIZABETH FRY
Australian Retirement Trust has confirmed the departure of chief people officer Helen Jackson, who will leave at the end of the financial year.

SSGA loses $2.4bn in two months

KARREN VERGARA
State Street Global Advisors (SSGA) suffered $2.4 billion in net outflows over the last two months of 2023, the majority of which hit its Australian and international equities products.

AFCA seeks industry feedback on approaches

ELIZA BAVIN
The financial complaints authority is asking the industry for feedback on how it approaches issues and reaches decisions.

Apex, ACA partner to broaden client services

ANDREW MCKEAN
Apex Group and ACA Group have formed a partnership to offer their clients a wider range of services.

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