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Showing 231 - 240 of 426 results for "Separately Managed Account"

Lonsec Research appoints new CEO

DARREN SNYDER  |  THURSDAY, 29 OCT 2015
Lonsec Research has appointed a new chief executive following the departure of David Erdonmez in June. Joining the research house is former Energy Industries Super Scheme chief investment officer Matt Olsen. The appointment is effective immediately. ...

Managed Accounts challenge to retail wealth groups

ALEX DUNNIN  |  WEDNESDAY, 30 SEP 2015
Almost all major retail wealth groups now offer managed accounts but that doesn't mean they are using the same strategy to get involved with the emerging sector. Rainmaker has just completed its second annual Managed Accounts report containing a detailed ...

SMAs on Macquarie Wrap pass $100m milestone

STAFF WRITER  |  TUESDAY, 29 SEP 2015
Separately managed accounts (SMAs) on Macquarie Wrap have passed $100 million in funds under administration in its first year. The functionality was added to Macquarie Wrap in September 2014 to provide financial advisers with access to a range of SMAs. ...

Many APLs still block managed account usage

STAFF WRITER  |  WEDNESDAY, 23 SEP 2015
Despite the rise and rise of managed accounts, financial advisers still report that APL and AFSL restrictions are the main blockage on more of them getting on board with this new way of administering investments. Financial Standard has just completed ...

FEATURE: Managed accounts - more than meets the eye

ALEX BURKE  |  FRIDAY, 4 SEP 2015
David Heather has been waiting for managed accounts to take off since 2001. The managedaccounts.com.au chief executive has watched interest grow across the investment spectrum, from large institutions to retail accumulators, but he's never seen any ...

SMAs ideal for low-touch clients

ALEX BURKE  |  THURSDAY, 27 AUG 2015
Separately managed accounts are the ideal solution for clients with lower balances from both a practice management and client outcome perspective, according to research by JBWere. The JBWere/Investment Trends 2015 SMA Report, based on an online survey ...

New SMAs at MLC increasing exponentially

DARREN SNYDER  |  TUESDAY, 21 JUL 2015
Three separately managed accounts (SMAs) added to the MLC Wrap and Navigator platforms have had a combined intake of more than $7 million since their launch in May. The launch of the Antares Listed Property, JBWere Listed Fixed Income and Redpoint Industrials ...

Peters MacGregor makes marquee hire

STAFF WRITER  |  WEDNESDAY, 8 JUL 2015
... portfolios which are distributed via a retail unit trust, an individually managed account service or a separately managed account.

Philo in growth mode after losing key mandate

ALEX BURKE  |  THURSDAY, 18 JUN 2015
Philo Capital is investing in growth after being replaced by State Street Global Advisors (SSGA) to provide portfolio construction services for key client Centric Wealth. Philo had a fixed-term contract with Centric which ended around May. Parent group ...

SDI products drive retail FUM growth

ALEX DUNNIN  |  FRIDAY, 5 JUN 2015
... represent a much larger share of market growth. These product styles include managed accounts and their separately managed account (SMA) options such as model portfolios, exchange tradeable funds and products, and self managed super funds (SMSF). Research ...