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Showing 191 - 200 of 1272 results for "managed account"

New mandate boosts JANA's wealth division

MATTHEW WAI  |  WEDNESDAY, 14 AUG 2024
JANA Investment Advisers has been mandated by a Melbourne advice firm to provide managed account consulting services. JANA announced a new agreement with Investor Wealth, providing consultancy and support services related to managed accounts, including ...

How many advisers will Australia have in 2044?

KARREN VERGARA  |  TUESDAY, 13 AUG 2024
The financial advice sector could see the number of registered advisers sink to 11,000 and as low as 5500 in 20 years' time, Rainmaker Information predicts. These are some of the scenarios forecasted in the Rainmaker Adviser report. A more optimistic ...

Expand bolsters SMA menu

MATTHEW WAI  |  TUESDAY, 13 AUG 2024
... Capital, Elston, Lonsec and Zenith have been added to the Expand Extra menu, doubling the wrap platform's separately managed account (SMA) offerings. The additional investment managers complement the current fleet of MLC Asset Management, Antares, Ausbil ...

Netwealth FUA nears $90bn

KARREN VERGARA  |  TUESDAY, 13 AUG 2024
A mixture of inflows and market rally helped boost Netwealth's funds under advice (FUA), jumping 25.2% to $88 billion in the year to June. The growth comprised net inflows of $11.2 billion and market movement of $6.5 billion, buoyed by the 143,251 ...

Choice products require fairer framework: FSC

KARREN VERGARA  |  TUESDAY, 6 AUG 2024
Choice products require a fairer regulatory framework as the current settings are heavily focused on default superannuation, putting advised clients with complex needs at a disadvantage, according to the Financial Services Council (FSC). A new report ...

BlackRock bolsters suite of SMAs

ELIZA BAVIN  |  THURSDAY, 1 AUG 2024
... portfolios are designed to provide advisers with access to BlackRock's global active investment capabilities within a managed account structure. They aim to blend a selection of BlackRock's strategies, both active and index, across various asset classes ...

New mandates boost Clime FUM

KARREN VERGARA  |  MONDAY, 29 JUL 2024
Clime Investment Management won two mandates collectively worth $300 million, one of which came from Clearwater Portfolio Management. Clearwater Portfolio Management handed Clime $240 million to help manage the funds on behalf of Victorian financial ...

JANA wins investment consulting mandate

ANDREW MCKEAN  |  WEDNESDAY, 24 JUL 2024
JANA Investment Advisers has been awarded a mandate to provide investment consulting services for separately managed accounts (SMA) aggregator Wealthtrac. The mandate, effective from August 15, will initially cover 10 of Wealthtrac's existing SMAs ...

SSGA expands risk-based ETF model portfolios

ELIZA BAVIN  |  WEDNESDAY, 17 JUL 2024
... tolerance," Gallagher said. "According to the Investment Trends 2024 Managed Accounts Report, 49% of existing managed account advisers believe it's appropriate to hold the majority of assets in a managed account for accumulator clients." The State Street ...

Clime names acting managing director

ELIZA BAVIN  |  WEDNESDAY, 17 JUL 2024
Clime Investment Management has appointed Michael Baragwanath as acting managing director after Annick Donat stepped down from her role as chief executive earlier this month. Donat will leave the business on July 31 but Baragwanath will take on his ...