Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 11 - 20 of 269 results for "SMAs"

Advisers count on specialist advisers: Survey

KARREN VERGARA  |  WEDNESDAY, 6 NOV 2024
... planning to navigating divorce and aged care," Arnol said. Many advisers (88%) are turning to separately managed accounts (SMAs) to service clients. Conversely, the recent Financial Standard Managed Accounts Forum heard what prevents advisers from adopting ...

Expand bolsters SMA offerings amid $10bn milestone

MATTHEW WAI  |  WEDNESDAY, 16 OCT 2024
... of the new offerings and believes they will meet licensee, adviser, and client needs. "With increasing adviser demand for SMAs, we're pleased to be adding another two leading investment managers and two bespoke licensee solutions to Expand's existing ...

Acclaim Wealth enters managed account space

ANDREW MCKEAN  |  TUESDAY, 15 OCT 2024
... use has been limited, noting that many practices face restrictions when setting up their own separately managed accounts (SMAs), often due to minimum requirements. For instance, a practice with $200 million in FUM may find that they can only offer a ...

Advisers reveal hurdles preventing SMA adoption

ELIZA BAVIN  |  THURSDAY, 19 SEP 2024
... their value add to clients if they are outsourcing investment decisions (28%). "This is a common theme but the way we view SMAs is that they are actually a mechanism to deliver more efficiently your value add or your client value proposition," Gallagher ...

Expand bolsters SMA menu

MATTHEW WAI  |  TUESDAY, 13 AUG 2024
... complement the current fleet of MLC Asset Management, Antares, Ausbil, JBWere, Pendal, Perennial, and Zurich. Expand now houses 64 SMAs and provides both multi-asset and single-sector options. Advisers can also access over 500 managed funds, listed shares ...

BlackRock bolsters suite of SMAs

ELIZA BAVIN  |  THURSDAY, 1 AUG 2024
... managed account," Petering said. "Building on the nearly decade-long success with our Enhanced Strategic Model Portfolio SMAs, BlackRock is committed to making our active multi-asset investment expertise more accessible to the wealth market. In doing ...

JANA wins investment consulting mandate

ANDREW MCKEAN  |  WEDNESDAY, 24 JUL 2024
... accounts (SMA) aggregator Wealthtrac. The mandate, effective from August 15, will initially cover 10 of Wealthtrac's existing SMAs, which are available through the Macquarie and HUB24 platforms, across three dealer groups. JANA said the collaboration ...

NZSF returns 17%, smashes benchmarks

KARREN VERGARA  |  TUESDAY, 23 JUL 2024
New Zealand Super Fund (NZSF) returned a whopping 17% in the year to May, outpacing many of its benchmarks. Under the new leadership of chief executive Jo Townsend, New Zealand's sovereign wealth fund is aiming to double in size from its current ...

What's keeping the Treasurer up at night?

ANDREW MCKEAN  |  THURSDAY, 13 JUN 2024
Treasurer Jim Chalmers said at the Morgan Stanley Australia Summit in Sydney yesterday that a key goal of the Budget was to fight inflation in a way that doesn't damage an already weak economy. "... the primary focus of the Budget was to tackle inflation ...

Performance test covers managed accounts, SMAs: APRA

KARREN VERGARA  |  WEDNESDAY, 12 JUN 2024
The prudential regulator is reminding trustees that managed accounts and separately managed accounts (SMAs) are high on its radar when administering the performance test. APRA told trustees that SMAs and other managed accounts can fall into the TDPs ...