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Showing 11 - 16 of 16 results for "Managed Accounts Report"

New managed portfolio education hub launched

JAMIE WILLIAMSON  |  FRIDAY, 1 MAR 2019
... solutions for their clients," Alcock said. The move by HUB24 comes on the back of Investment Trends' 2018 Managed Accounts Report which revealed a strong demand for more information on managed accounts. Of the advisers surveyed, 39% said they would like ...

Surge in adviser demand for managed accounts: Research

KARREN VERGARA  |  MONDAY, 24 JUL 2017
The number of advisers allocating clients' new money or inflows to managed accounts have almost trebled in the last four years, joint research from NAB and Investment Trends shows. This figure has jumped "very substantially" from 10% in 2013 to 26% ...

Managed Accounts challenge to retail wealth groups

ALEX DUNNIN  |  WEDNESDAY, 30 SEP 2015
... same strategy to get involved with the emerging sector. Rainmaker has just completed its second annual Managed Accounts report containing a detailed product scan of the managed account market supplemented with an attitudinal survey of what financial ...

FEATURE: Managed accounts - more than meets the eye

ALEX BURKE  |  FRIDAY, 4 SEP 2015
... though - the majority of SMAs are offered by Praemium, Linear and HUB24, as per the Rainmaker Information Managed Accounts Report - Sanders doesn't see this "product mentality" changing too quickly. "For one," he says, "you've got a lot of institutional ...

Managed accounts boost advice business valuations

ALEX DUNNIN  |  WEDNESDAY, 21 JAN 2015
... they are enabling new investment managers to enter the market. The research is contained in the Rainmaker Managed Accounts Report, the first report to be released by Rainmaker's new marketing research division. Research included in the report, conducted ...

Growing SMA use hits education barrier

ALISON BEVEGE  |  TUESDAY, 19 JUL 2011
... education forming a barrier to widespread uptake of the structure, new research has found. The 2011 Separately Managed Accounts Report found that while just 18% of financial planners advised on SMAs in 2011, a much higher proportion of 59% said they ...
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