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Showing 11 - 20 of 26 results for "Morgan Stanley Wealth Management"

Morgan Stanley extends platform partnership

KANIKA SOOD  |  THURSDAY, 28 MAR 2019
Morgan Stanley Wealth Management is transitioning 2,500 new portfolios to an independent platform, building on their existing relationship. In a new agreement, MS Wealth Management will add 2,500 portfolios with international assets to Praemium's platform ...

Advice group appoints general manager

KANIKA SOOD  |  THURSDAY, 21 FEB 2019
... years' leadership experience, including senior roles at Mercer and Citi Smith Barney (now Morgan Stanley Wealth Management) across adviser operations, technology, transformation, paraplanning and policy. "In her almost six years at BT Financial Group ...

Praemium renews Asgard contract

DARREN SNYDER  |  WEDNESDAY, 19 DEC 2018
... reporting and administration platform. Arguably its biggest signing of 2018 came in June when Morgan Stanley Wealth Management Australia signed its 115 financial advisers to the SMA technology. This was after Praemium succeeded in retaining JBWere for ...

Morgan Stanley amends false independence claims

JAMIE WILLIAMSON  |  TUESDAY, 28 AUG 2018
Morgan Stanley Wealth Management was caught by ASIC for falsely claiming it was independent. According to the regulator, Morgan Stanley made a claim in an ASX announcement released by Praemium in June that its services included an independent advice ...

Praemium FUA surpasses $8bn

KARREN VERGARA  |  FRIDAY, 13 JUL 2018
Praemium's funds under administration surpassed $8 billion thanks to a bumper June 2018 quarter of key client wins. FUA shot up 35% compared to the prior corresponding period, with about $566 million of inflows coming in from Australian business. ...

Praemium inks deal with WA-based wealth manager

HARRISON WORLEY  |  WEDNESDAY, 4 JUL 2018
... expect." Separately, the platform provider inked a deal to provide managed accounts services to Morgan Stanley Wealth Management Australia in June. The solution goes live this month, and will see about 115 financial advisers use Praemium's separately ...

Praemium signs wealth management heavyweight

KANIKA SOOD  |  TUESDAY, 5 JUN 2018
... billion in assets under management has signed on to use Praemium's managed accounts services. Morgan Stanley Wealth Management Australia and its about 115 financial advisers will use Praemium's separately managed accounts (SMA) technology. The ...

Nikko AM enters SMA partnership

JAMIE WILLIAMSON  |  TUESDAY, 14 NOV 2017
... Nikko AM is introducing the Nikko AM-ARK Disruptive Innovation SMA for Australian clients of Morgan Stanley Wealth Management. It is the first strategy from Nikko AM and ARK - which specialises in investing in disruptive innovators - in Australia. Nikko ...

Past Morgan Stanley adviser hit with permanent ban

JAMIE WILLIAMSON  |  MONDAY, 13 MAR 2017
A former Morgan Stanley Wealth Management adviser was permanently banned for failing to act in the best interests of clients and providing inappropriate advice. Employed by Morgan Stanley between January 2013 and May 2015, Andrew Peter Panayiotides ...

How women get ahead in financial services: Executive

EMMA RAPAPORT  |  FRIDAY, 10 MAR 2017
Profile: Siobhan Blewitt, Executive director, financial adviser, Morgan Stanley Wealth Management Even before Siobhan hit the trading floor, she was training herself for a career with the boys. Collecting glasses in the back of a Melbourne public bar ...