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| | | ... getting much more personal. From a product perspective, technology has unlocked tax-efficient personalisation for managed accounts at scale, including things like direct indexing, and these products are growing at a faster pace than ETFs," she said. ... |
| | | | ... said. To fund the class action, Omni Bridgeway at the time entered into two arrangements: Fund 2 comprising $90 million managed by Partners Capital and $22.5 million invested by IMF, while Fund 3 had $30 million managed by Amitell Capital and $7.5 million ... |
| | | | ... corporate regulator is investigating Prakash and his "related companies" - Principal Financial Services Pty Ltd, Self-Managed Super Pty Ltd, Provest Enterprises, and Super Funds Australia Pty Ltd ITF Principal Superannuation Fund - over concerns related ... |
| | | | ... 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 ... |
| | | | ... $18.8 billion. This growth consisted of $10.6 billion from net inflows and $8.2 billion from market gains. Meanwhile, managed account balances rose to $17.0 billion, a 62.1% increase compared to the prior corresponding period (PCP), bolstered by net ... |
| | | | ... 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. |
| | | | Uncertain market conditions in 2023 spurred a rebound in the number of self-managed super funds (SMSFs) seeking financial advice. According to new research from AUSIEX, new SMSF account openings were driven by advised clients as the number of self-directed ... |
| | | | ... 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 ... |
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