Search Results | Showing 1 - 10 of 809 results for "Managed Accounts" |
| | ... self-licensees. AMP group executive, advice Matt Lawler said he was excited to launch a unique entry point into managed accounts for advice practices. "Through this innovative new offer, AMP-aligned practices as well as smaller eligible practices through ... |
| | | ... portfolios since 2016 and currently manages close to $5 billion in funds under management across its range of managed accounts, including both customised and public menu portfolio options. |
| | | ... new report from State Street and Investment Trends found a record 25% of all new client inflows are placed into managed accounts. The proportion of advisers using them has more than tripled from 18% a decade ago to an equal record high of 56% now. A ... |
| | | According to the latest figures, there is now about $195 billion held in managed accounts - up $33 billion in the six months to December end. The IMAP Census of Managed Accounts FUM shows the total grew by some 20.47% in the six-month period to hit ... |
| | | ... will now have their funds managed within three Rask investment portfolios through InvestSMART's professionally managed accounts. The latter is providing its back-end administrative, compliance, and technological platform. In an ASX announcement, InvestSMART ... |
| | | ... with no minimum fee, account aggregation, and a capped fee structure. It will also feature an extensive range of managed accounts, Centrepoint said, citing data that suggests the local managed account market will be worth $280 billion by 2026. It added ... |
| | | ... said. The past 12 months saw platforms unleash a heap of enhancements. AMP's North launching fractional shares in managed accounts and CFS's Edge dividing client accounts into sub-accounts were some standouts. With respect to the latter, Peker said this ... |
| | | ... report underscored that all platforms broadened their investment menus, aligning to industry thematics such as managed accounts, cash, and retirement solutions. "All platforms have again delivered a significant scope of new functionality over the last ... |
| | | ... executive director of research and compliance at Rainmaker Information, said it reflects market disruption. "The managed accounts market has increased 16% over the past year and 164% over the past three years, which shows it is a growing space for advisers ... |
| | | ... dollar value. Evidentia works with private wealth firms to build investment portfolios, specifically separately managed accounts (SMA). Founded in 2018, it now has 24 staff members based in Sydney, Melbourne, Brisbane, and New York. Evidentia founder ... |
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