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Showing 171 - 180 of 1272 results for "managed account"

Former Frontier alts head joins Evergreen

ELIZABETH FRY  |  THURSDAY, 7 NOV 2024
A former Frontier Advisors executive has landed at a rival asset consultant following a career break. After departing Frontier as head of alternatives, Michiel Swaak has joined Evergreen Consultants as a principal consultant. In the new role, he is ...

Fidelity makes key sales appointments

ELIZABETH FRY  |  WEDNESDAY, 6 NOV 2024
Fidelity International has made two key leadership appointments within its Australian distribution team. Lukasz de Pourbaix has been appointed head of strategic sales and solutions and Lauren Jackson head of wholesale sales. In this newly created role ...

Advisers count on specialist advisers: Survey

KARREN VERGARA  |  WEDNESDAY, 6 NOV 2024
A new survey shows financial advisers are increasingly relying on other advisers who are specialists in the areas of tax, aged care, and estate planning. Viridian Advisory's latest Adviser Sentiment Poll found that 72% of advisers frequently have ...

Former super fund investment chief in new gig

ELIZABETH FRY  |  TUESDAY, 5 NOV 2024
... phase." Founded in 2006, Bellmont partners with advice businesses to create customised, cost-effective, transparent, managed account portfolio solutions.

Institutional outflows ensure mixed quarter for Insignia Financial

JAMIE WILLIAMSON  |  THURSDAY, 24 OCT 2024
... net outflows. Net inflows of $460 million were largely as a result of increased adviser interest in Insignia's managed account offering, with $315 million going into MLC Managed Accounts. Its direct capabilities saw $964 million in net outflows due to ...

Praemium FUA up 33% to $60bn

ELIZA BAVIN  |  TUESDAY, 22 OCT 2024
Praemium has reported its funds and flows for the September quarter, with funds under administration growing 33% to $59.4 billion. In addition, quarterly net inflows came in at $139 million - this was a major improvement from the $414 million in outflows ...

Consultant hires investment solution head

MATTHEW WAI  |  THURSDAY, 17 OCT 2024
... investment solutions. Andrew Vong has taken on the role and will be responsible for attracting new consulting, managed account and research rating clients to the firm. He will also manage and retain existing client relationships for the firm. He brings ...

Expand bolsters SMA offerings amid $10bn milestone

MATTHEW WAI  |  WEDNESDAY, 16 OCT 2024
Expand, Insignia Financial's wrap platform, has added 11 new separately managed accounts (SMA) from Betashares and Drummond Capital Partners to its investment menu. The announcement coincides with the platform hitting $10 billion in funds under management ...

Acclaim Wealth enters managed account space

ANDREW MCKEAN  |  TUESDAY, 15 OCT 2024
Acclaim Wealth has partnered with Managed Portfolios to enter the managed accounts space through a managed discretionary account (MDA) service. Acclaim Wealth chief executive Terry Constable, who succeeded Alan Hegerty in October 2023, told Financial ...

Managed account FUM passes $200bn

MATTHEW WAI  |  WEDNESDAY, 9 OCT 2024
... billion in the first half of the year. According to the FUM Census of Managed Accounts, compiled by the Institute of Managed Account Professionals (IMAP) and Milliman, in the six months to June 30, funds under management in managed accounts increased ...