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Showing 261 - 270 of 952 results for "Managed Accounts"

Netwealth hires head of investment solutions

JAMIE WILLIAMSON  |  WEDNESDAY, 11 AUG 2021
As part of a broader strategy to grow its asset management and managed accounts offerings, Netwealth has hired the former head of private wealth at Nikko Asset Management. A spokesperson for Netwealth confirmed Naomi Finnigan has been appointed to the ...

Platform co-founder departs

ANNABELLE DICKSON  |  MONDAY, 9 AUG 2021
... Australia to co-found what is now known as WealthO2 in 2015. In 2016, WealthO2 launched WealthO2 MDA and WealthO2 Managed Accounts to bring automation to compliance, execution processing, broker data connectivity, rebalancing and performance analytics. ...

Investment Trends adds to team

KANIKA SOOD  |  TUESDAY, 3 AUG 2021
... strategic decision making," Guiamatsia said. Investment Trend publishes research on areas such as adviser technology, managed accounts and ESG. Its managed accounts report published last week said, over the last five years, the proportion of financial ...

Milford adds to team

KANIKA SOOD  |  FRIDAY, 30 JUL 2021
... distribution from Macquarie Bank, where he was responsible for building and executing key account strategy in managed accounts and cash management. At the same time, it announced Brad Mackay to the position of regional manager for Queensland, hiring ...

Managed accounts fulfil best interest

ANNABELLE DICKSON  |  WEDNESDAY, 28 JUL 2021
The increased uptake of managed accounts is seeing advisers fulfil their client best interest duty with ease, according to new research. The latest Investment Trends Managed Accounts Report showed 91% of advisers rated managed accounts as 'good' or ...

Zenith adds client to Macquarie Wrap

ANNABELLE DICKSON  |  FRIDAY, 23 JUL 2021
... MyNorth. Zenith head of consulting Steven Tang said he has seen a noticeable increase in the interest and use of managed accounts over the past year. He puts this down to the flexibility, transparency and convenience managed accounts offer both advisers ...

ASI specialist joins boutique

ANNABELLE DICKSON  |  THURSDAY, 15 JUL 2021
... work on the design and creation of such portfolios. Evidentia partner Troy Swann said: "We believe the rise of managed accounts is an opportunity for advice firms to not only increase business efficiencies and provide better execution for clients but ...

Lifespan appoints compliance lead

KARREN VERGARA  |  MONDAY, 12 JUL 2021
... on the investment committee, in a bid to boost its practice development, governance, investment research and managed accounts offering. Lifespan chief executive Eugene Ardino said the appointment reflects the company's commitment to meet the ongoing ...

Netwealth FUA, inflows rise

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
... increased $1.2 billion over the quarter to $11.7 billion and an increase of $4.5 billion to the PCP. Meanwhile, the managed accounts balance grew $4 billion to $9.8 billion while managed accounts inflows slowed to $741 million from $889 million in March. ...

FSC launches DDO templates

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
... superannuation master trusts (choice products); superannuation wraps; funds management (covering ETPs and LICs); and managed accounts. "Eighteen months ago we started on this time-critical piece of work, designing target market determination templates ...