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Showing 211 - 220 of 960 results for "Managed accounts"

Managed accounts dominated by SMAs

ANDREW MCKEAN  |  WEDNESDAY, 21 DEC 2022
According to Rainmaker data, separately managed accounts' (SMA) footprint in the managed account sector has risen dramatically in two years. SMAs funds under advice (FUA) in the past two years increased 151%. Meanwhile, managed discretionary accounts ...

BT head joins Colonial First State

ANDREW MCKEAN  |  THURSDAY, 8 DEC 2022
... heart of an advice tech stack, bringing together the software that sits inside advisers' practices, with managed accounts at its core.

Colonial First State adds 17 new funds to FirstChoice platform

ANDREW MCKEAN  |  THURSDAY, 1 DEC 2022
... heart of the advice tech stack, bringing together the software that sits inside advisers' practices, with managed accounts at its core. "CFS Edge integrates seamlessly into the advice technology stack, unifying business technologies through advanced ...

Colonial First State debuts 'major wealth platform innovation'

ANDREW MCKEAN  |  WEDNESDAY, 23 NOV 2022
... heart of an advice tech stack, bringing together the software that sits inside advisers' practices, with managed accounts at its core. "CFS Edge integrates seamlessly into the advice technology stack, unifying business technologies through advanced ...

UBS, CBRE launch global property model

CHLOE WALKER  |  TUESDAY, 22 NOV 2022
... long-standing partnership with the CBRE investment team through its four existing funds, and UBS' expertise in managed accounts globally. "Additionally, this launch comes at an opportune time," she said. "Whilst REITs, like most asset classes, have experienced ...

Adviser losses now baked in: Rainmaker

JAMIE WILLIAMSON  |  THURSDAY, 15 SEP 2022
... the volume of FUM they serve, but its need for financial advisers. "Reinforcing this, while new FUM vectors in managed accounts and ETPs are growing rapidly, its volumes are only minor in market-wide terms," Rainmaker said. "This leads to a conundrum ...

Mind the managed accounts roadblocks: MLC

ANDREW MCKEAN  |  WEDNESDAY, 14 SEP 2022
In opening the Financial Standard Managed Accounts Forum, MLC head of investment consulting (managed accounts) Brent Bevan explained the greatest roadblocks that stop the creation, adoption, or rollout of managed account programs. Addressing how there ...

Clime, Marcus Today form strategic alliance

JAMIE WILLIAMSON  |  FRIDAY, 19 AUG 2022
... Investment Management has entered a strategic alliance with Marcus Today to manage the latter's $70 million managed accounts portfolio. Under the deal, Clime will manage Marcus Today's managed accounts portfolios under the Ralton Asset Management ...

MLC Asset Management grows managed accounts offering

CASSANDRA BALDINI  |  THURSDAY, 18 AUG 2022
... standards, while also more simply and transparently conveying the nature of their expected risk." Additionally, MLC managed accounts have reached $500 million in under two years. Komadina commented that it's a testament to an expert team. "We have a ...

Annual IMAP awards finalists revealed

CHLOE WALKER  |  THURSDAY, 21 JUL 2022
... Russell Investments, and DNR Capital are all nominated for the inaugural award for best ESG portfolio. For licensee managed accounts, Alvia Asset Partners, DWA, Halcyon, Morgan Stanley Wealth Management, and Oreana Financial Services Portfolio Advisory ...