Search Results | Showing 241 - 250 of 354 results for "Praemium" |
| | | ... advisers to "outsource" investment management to firms like JBWere, whose SMA products are now available on Macquarie, MLC, Praemium and OneVue platforms. In a statement, JBWere chief investment officer James Wright said that "stock selection, portfolio ... |
| | | | ... for many of the major wraps and platforms including ANZ/OnePath, ASGARD, AXA, CFS, HUB24, IOOF, MLC, Netwealth, OneVue, Praemium and many more," Lesh said. BGL's Simple Fund software is reported to help administer more than 75% of Australia's 550,000 ... |
| | | | ... aligned advisers nothwithstanding the managed account market is dominated by independent non-aligned platforms such as Praemium, Frontier and Hub24. While traditional brand name recognised fund managers account for 59% of managed account model portfolio ... |
| | | | Praemium's global funds on platform reached $3.1 billion as at 31 December 2014 following a quarter of record inflows to the company's Australian and international separately managed account (SMA) platforms. Gross inflows for the December 2014 quarter ... |
| | | | Record inflows of $320 million to Praemium's separately managed account platforms in the June quarter has seen the company post new highs for funds on platform. The group's Australian SMA platform grew $200 million in the three months to end of June ... |
| | | | Praemium has appointed a head of distribution with over 10 years' experience on platform administration and investment management. Edward Caser was previously at boutique portfolio administration firm Integrated Portfolio Solutions (IPS), a Praemium ... |
| | | | Wealth management firm WB Financial has relaunched its Agentia separately managed account (SMA) service on the Praemium platform. The service is available in super and non-super structures and it includes 11 new diversified model portfolios. The models ... |
| | | | ... These advisers also represent almost half of total adviser FUA based on Rainmaker data. Leading the league tables are Praemium and AMP Personal Portfolio Service, which together account for 49% of advisers in adviser groups formally associated with a ... |
| | | | Praemium has upgraded its WealthCraft CRM and financial planning software to the cloud-based Microsoft Dynamics CRM platform. The new user-friendly interface allows users to perform their usual business and financial planning tasks in one place. The ... |
| | | | Praemium is set to launch its self-managed superannuation fund (SMSF) functionality after beginning a beta trial in mid-2013. The product will allow SMSF administrators to undertake fund compliance tasks, including tax lodgement, from with Praemium's ... |
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