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Showing 201 - 210 of 1204 results for %22Managed accounts%22

Netwealth FUA crosses $40 billion

KANIKA SOOD  |  FRIDAY, 16 APR 2021
... March 2020 as Netwealth shifted to a new pricing structure. Total funds under management (from managed funds and managed accounts) was $10.5 billion or 66.4% higher than March 2020 FUM of $6.3 billion. However, net FUM inflows were also slower than previous ...

Managed accounts prop up platforms

ANNABELLE DICKSON  |  FRIDAY, 16 APR 2021
The growth of managed accounts is the only segment of the platform market that has developed and without them platforms would be going backwards, new research shows. Rainmaker Information's latest Wholesale Advantage Report for the December 2020 quarter ...

Goldsky director charged

ELIZABETH MCARTHUR  |  TUESDAY, 13 APR 2021
... high-profile Australian sports people, among other victims, and represented to them that their money would be invested in a managed fund. However, ASIC alleges Grace did not allocate investor money to investments and trading and did not generate the ...

Implemented Portfolios adds to team

ANNABELLE DICKSON  |  THURSDAY, 8 APR 2021
... Implemented Portfolios chair Greg Kirk said. "What we are seeing in the industry right now, particularly within managed accounts, is an increasing shift towards delivering a more personalised investment experience to investors based on individual preferences ...

ESG managed accounts on the rise

ANNABELLE DICKSON  |  WEDNESDAY, 7 APR 2021
Financial advisers are turning to managed accounts when looking to implement responsible investment solutions for their clients, new research shows. The latest SPDR ETFs/Investment Trends Managed Accounts Report showed 72% of advisers prefer to use ...

Elston grows distribution team

ANNABELLE DICKSON  |  WEDNESDAY, 7 APR 2021
... appointed as a senior business development manager and joins from Lonsec where he was responsible for growth among managed accounts across Victoria and South Australia. Weber was previously a business development associate at HUB24 and spent five years ...

MLC enhances managed accounts leadership

ANNABELLE DICKSON  |  TUESDAY, 6 APR 2021
MLC Asset Management has made two appointments to its managed accounts team, hiring from Xplore Wealth and Mercer. Neil Gellett has been named head of managed accounts and joins from Xplore Wealth where he was head of product. Prior to this, he was ...

Praemium expands distribution footprint

KARREN VERGARA  |  TUESDAY, 6 APR 2021
... commercial officer Mat Walker. Wright joined from Centrepoint Alliance where he worked across the firm's Ventura Managed Accounts Portfolios. He was at Centrepoint for almost seven years, starting out as a national sales manager and then moving on to ...

ASIC releases fee consent instrument

ELIZABETH MCARTHUR  |  THURSDAY, 25 MAR 2021
... the level of prescription in the written consent. Stakeholders also expressed concerns about how client privacy could be managed when written consent may have to be passed on to multiple account providers and queried how written consent would apply when ...

Milliman hires head of distribution

KARREN VERGARA  |  TUESDAY, 23 MAR 2021
Milliman has appointed a new retail distribution lead who will ramp up the firm's managed accounts offering. Durand Oliver will help expand Milliman's investment solutions offering for the retail market in the newly created role. As head of ...