Search Results | Showing 11 - 20 of 137 results for "Managed Discretionary Account" |
| | | Activus Investment Advisors is making its suite of SMA portfolios available on platform for the first time, partnering with Macquarie Wrap. The Activ-ator range was launched four years ago, comprising multi-asset portfolios with four risk profiles ranging ... |
| | | | 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 ... |
| | | | Sydney financial adviser Walter Yaolong Guan has been banned for five years after operating without a licence. ASIC found that between March 2017 and August 2021, Guan, through his company Perennial Growth, carried on a financial services business when ... |
| | | | ... diligence, Clime's transfer of $270 million to establish the separately managed account and managed discretionary account solution with Ralton is in exchange for a 75% ownership in the latter. The managed accounts strategy is set to have $330 million ... |
| | | | Radar Results is seeing an uptick in demand for niche areas of financial advice, which includes risk insurance businesses. Currently, there is demand from buyers for complete licensee groups with between 50 to 200 authorised representatives. Another ... |
| | | | The take up of managed accounts continues to grow with the industry growing $15.8 billion in the last six months to $111 billion, new research shows. The Institute of Managed Account Professionals (IMAP) and Milliman's latest Managed Accounts FUM Census ... |
| | | | WealthO2 has introduced a managed discretionary account with several top managed account investment managers. The MDA includes the expertise of investment managers including BlackRock, Evergreen, Lonsec, Morningstar, Ralton AM and Zenith. As WealthO2 ... |
| | | | The growth of managed accounts is the only segment of the platform market that has developed and without them platforms would be going backwards, new research shows. Rainmaker Information's latest Wholesale Advantage Report for the December 2020 quarter ... |
| | | | The managed discretionary account operator has made a key appointment to its portfolio management team and two hires for a newly created role in its distribution team. Anton Hermanto has been appointed as custody and administration manager and joins ... |
| | | | ... superannuation, risk insurance and financial advice, is valued at $20,000. A vanilla AFSL with a managed discretionary account (MDA) facility would go for $50,000. Adding an options and derivatives trading capability to the latter would fetch between ... |
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