Search Results | Showing 171 - 180 of 1204 results for %22Managed accounts%22 |
| | | ... $54.1 million. Funds under administration rose 49.6% to $47.1 billion with $9.8 billion in inflows for the year. Managed accounts funds under management jumped nearly 70% to $9.8 billion while managed funds grew 29% to $1.9 billion. Platform revenue ... |
| | | | ... recorded $2.9 billion in funds under administration, which comprises investments, superannuation and separately managed accounts administration. Offerings include 15 multi-manager funds, 57 external managed funds and term deposits. All in all, funds ... |
| | | | As part of a broader strategy to grow its asset management and managed accounts offerings, Netwealth has hired the former head of private wealth at Nikko Asset Management. A spokesperson for Netwealth confirmed Naomi Finnigan has been appointed to the ... |
| | | | ... Australia to co-found what is now known as WealthO2 in 2015. In 2016, WealthO2 launched WealthO2 MDA and WealthO2 Managed Accounts to bring automation to compliance, execution processing, broker data connectivity, rebalancing and performance analytics. ... |
| | | | ... strategic decision making," Guiamatsia said. Investment Trend publishes research on areas such as adviser technology, managed accounts and ESG. Its managed accounts report published last week said, over the last five years, the proportion of financial ... |
| | | | ... distribution from Macquarie Bank, where he was responsible for building and executing key account strategy in managed accounts and cash management. At the same time, it announced Brad Mackay to the position of regional manager for Queensland, hiring ... |
| | | | ... Chester said at the time. Anderson said: "If the litigation funding element of the ASIC funding levy was structured as a managed investment scheme, advisers would be caned for recommending this to their clients." "The AFA is calling on the government ... |
| | | | The increased uptake of managed accounts is seeing advisers fulfil their client best interest duty with ease, according to new research. The latest Investment Trends Managed Accounts Report showed 91% of advisers rated managed accounts as 'good' or ... |
| | | | ... MyNorth. Zenith head of consulting Steven Tang said he has seen a noticeable increase in the interest and use of managed accounts over the past year. He puts this down to the flexibility, transparency and convenience managed accounts offer both advisers ... |
| | | | ... work on the design and creation of such portfolios. Evidentia partner Troy Swann said: "We believe the rise of managed accounts is an opportunity for advice firms to not only increase business efficiencies and provide better execution for clients but ... |
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