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Showing 1 - 10 of 807 results for "Managed accounts"

Advisers flock to managed accounts, but are very selective

ELIZA BAVIN  |  FRIDAY, 15 MAR 2024
... 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 ...

Managed account FUM closes in on $200bn milestone

JAMIE WILLIAMSON  |  TUESDAY, 12 MAR 2024
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 ...

InvestSMART launches investing platform

ANDREW MCKEAN  |  THURSDAY, 7 MAR 2024
... 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 ...

Centrepoint Alliance targets further growth with new platform

JAMIE WILLIAMSON  |  MONDAY, 26 FEB 2024
... 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 ...

Platforms ramp up innovation, back-end efficiencies

KARREN VERGARA  |  FRIDAY, 16 FEB 2024
... 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 ...

Investment Trends ranks top five platforms

ANDREW MCKEAN  |  THURSDAY, 15 FEB 2024
... 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 ...

MDA authorisations remain steady amid exodus

JAMIE WILLIAMSON  |  WEDNESDAY, 14 FEB 2024
... 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 ...

Scarcity buys stake in asset manager

KARREN VERGARA  |  MONDAY, 5 FEB 2024
... 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 ...

Netwealth records $78bn FUA, flags departure

JAMIE WILLIAMSON  |  MONDAY, 29 JAN 2024
... funds under management increased by $1.6 billion to hit $18.1 billion. Net inflows recorded were $700 million. Managed accounts also saw net inflows of $600 million, and positive market movement of $700 million to push them towards $15.5 billion. In ...

Insignia Financial touts strong start to FY24, simplification

JAMIE WILLIAMSON  |  THURSDAY, 25 JAN 2024
... liquidity. There were also no new mandates won in the quarter, Insignia said. However, it did see strong gains in its managed accounts offering, including a record $251 million net flow in October and a 20.9% year on year increase in the number of investor ...
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