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Showing 211 - 220 of 952 results for "managed accounts"

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 ...

Lonsec acquires Implemented Portfolios

CHLOE WALKER  |  THURSDAY, 21 JUL 2022
... the firm's offering of complementary managed account solutions to financial advisers, whether it be separately managed accounts (SMA) or the adoption of MDA services. Terms of the deal were not disclosed but it is expected to positively impact Lonsec's ...

Praemium reports 92% flow increase

CHLOE WALKER  |  MONDAY, 18 JUL 2022
... Wamsteker also paid credit to Praemium's cornerstone product and highest revenue earning service, its separately managed accounts (SMA) offering. "The SMA added annual net inflows of $3 billion, and $284 million for the quarter. It's annual net funds ...

Netwealth reports record inflows

ANDREW MCKEAN  |  FRIDAY, 15 JUL 2022
... were $13.1 billion, of which $0.4 billion came during the June quarter. It was also reported that Netwealth's managed accounts balance of $11.2 billion on June 30 had increased by $1.3 billion over the 2022 financial year. Netwealth claimed it continues ...

BetaShares grows team amid increased demand

JAMIE WILLIAMSON  |  THURSDAY, 14 JUL 2022
... advisers meet their clients' needs with a range of solutions including ETF-based model portfolios, separately managed accounts as well as the provision of a full suite of educational material covering portfolio construction, practice management and ...

50% of advisers now offering ESG advice

CHLOE WALKER  |  FRIDAY, 24 JUN 2022
... used include active managed funds (45%), active ETFs (34%), index managed funds (30%), index ETFs (30%), and managed accounts (26%). Greenwashing was considered to be the biggest challenge by investors when recommending responsible investments. "With ...

Insignia combines investment management teams

JAMIE WILLIAMSON  |  WEDNESDAY, 8 JUN 2022
... directly managed single asset class strategies, including Antares Equities and Antares Fixed Income, property and managed accounts, and be led by Jason Komadina as general manager, direct capabilities and specialist investment services. Together, the ...

Managed account market reaches $175bn

CHLOE WALKER  |  FRIDAY, 27 MAY 2022
Funds under administration (FUA) in managed accounts platforms increased by almost 50% per annum in the last three years alone, according to Rainmaker Information. Analysing figures previously published by the Institute of Managed Account Professionals ...

Managed accounts drive profit, revenue surge

JAMIE WILLIAMSON  |  FRIDAY, 6 MAY 2022
Financial advice firms using managed accounts for the last three years have seen almost 80% more profit per owner than those without, new research shows. Latest insights from Praemium and Business Health show practices using managed accounts achieved ...