Search Results | Showing 11 - 20 of 1200 results for %22Managed accounts%22 |
| | ... report underscored that all platforms broadened their investment menus, aligning to industry thematics such as managed accounts, cash, and retirement solutions. "All platforms have again delivered a significant scope of new functionality over the last ... |
| | | ... executive director of research and compliance at Rainmaker Information, said it reflects market disruption. "The managed accounts market has increased 16% over the past year and 164% over the past three years, which shows it is a growing space for advisers ... |
| | | ... In September 2023, Mark Raymond Sebo was found guilty of misappropriating $1,056,685.18 from some of his clients' self-managed super funds. Between July and August 2019, he was found to have used all the money to feed his gambling habit. At the time ... |
| | | ... dollar value. Evidentia works with private wealth firms to build investment portfolios, specifically separately managed accounts (SMA). Founded in 2018, it now has 24 staff members based in Sydney, Melbourne, Brisbane, and New York. Evidentia founder ... |
| | | ... funds under management increased by $1.6 billion to hit $18.1 billion. Net inflows recorded were $700 million. Managed accounts also saw net inflows of $600 million, and positive market movement of $700 million to push them towards $15.5 billion. In ... |
| | | ... liquidity. There were also no new mandates won in the quarter, Insignia said. However, it did see strong gains in its managed accounts offering, including a record $251 million net flow in October and a 20.9% year on year increase in the number of investor ... |
| | | ... Despite the massive outflows, Powerwrap's total assets rose by 5% to $12.5 billion year on year. FUA for separately managed accounts (SMA) of $10.4 billion was up 16%. The SMA offering recorded quarterly net inflows of $159 million. Meanwhile, the Virtual ... |
| | | ... of experience to the role, having spent the last five years at Colonial First State (CFS) as its director of managed accounts. Prior to this, Warren spent five years with ANZ, finishing as a senior product development manager. He also worked at Macquarie ... |
| | | ... discharge duties in good faith. Naseeruddin goaded investors to rollover their superannuation monies into newly created self-managed superannuation funds (SMSFs) and to lend those funds to his two companies, Secure Investments and Aquila Group. Between ... |
| | | ... enhancements to the Expand Essential menu are expecting in April next year, including a full suite of separately managed accounts (SMAs). Elsewhere, the Accelerate Series, now available on CFS Edge, combines reduced investment fees with discounted administration ... |
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