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Showing 291 - 300 of 428 results for "Separately managed account"

OneVue continues to target medical profession

MELANIE TIMBRELL  |  TUESDAY, 27 MAR 2012
OneVue has launched a second intermediated platform targeted at SMSF investors, specifically in the medical professional space. Designed for members of MAP - a financial services group that caters predominately to medical professionals, capabilities ...

AIOFP selects OneVue platform

ELISE BURGESS  |  TUESDAY, 20 MAR 2012
The Association of Independently Owned Financial Planners has selected the OneVue platform as a new private label solution for its members, with a focus on SMSFs. The Association of Independently Owned Financial Planners (AIOFP) said OneVue's UMA platform ...

Macquarie sees managed accounts surge

ELISE BURGESS  |  THURSDAY, 15 MAR 2012
Macquarie Private Portfolio Management has signed white label and co-branded product agreements to provide individually and separately managed accounts to two groups with its distribution now reaching over 30 financial advisory dealer groups. The managed ...

Aviva DSMA stays strong after nabInvest acquisition

MELANIE TIMBRELL  |  MONDAY, 27 FEB 2012
Standard & Poor's has affirmed its 'Strong' rating on the Aviva Investors DSMA offering following nabInvest's acquisition of the investment management firm last year. The affirmation follows recent discussion between the rating agency and the National ...

HUB24 increases FUM by half a billion dollars

CLAIRE MCGREAL  |  FRIDAY, 17 FEB 2012
Investment and super platform HUB24 has secured four new clients, bringing in over half a billion dollars in funds under management for the Investorfirst owned subsidiary. Advisers at DFS Solutions, Equiti Private Wealth, Oxbrey Financial Group and ...

OneVue adds retail super to platform

MELANIE TIMBRELL  |  THURSDAY, 9 FEB 2012
OneVue has added a retail superannuation offering to its unified managed account platform for advisers. The addition will enable a client's total wealth, including retail superannuation investments to be transitioned across to the platform and be reported ...

OneVue to build consumer platform

RACHEL DAVIS  |  THURSDAY, 15 DEC 2011
OneVue will create an intermediated consumer platform for members of the Australian Medical Association, of which there are 26,000 nationwide. OneVue has been selected by Sherlock Consulting, in partnership with the Australian Medical Association (AMA) ...

MasterKey Custom upgrades to MLC Wrap

ELISE BURGESS  |  FRIDAY, 2 DEC 2011
Around 30,000 MasterKey Custom clients are now being upgraded to MLC's full service investment platform, MLC Wrap, to access the platform's full range of functionality and investment options. The upgrade has resulted in an additional 30,000 clients ...

European DC Pension market to hit A$3.7tr by 2015

ALEX DUNNIN  |  THURSDAY, 10 NOV 2011
European retail pension mutual funds will grow to A$3.7 trillion within four years and investment managers and product providers must expand their thinking about product to keep up. In their latest report on the sector, research group Cerulli said that ...

IMAs not a product but a business model

ALEX DUNNIN  |  THURSDAY, 3 NOV 2011
Managed accounts should not be viewed as yet another product but a whole new business model that could help make advisers future-proof, according to Financial Simplicity's Stuart Holdsworth. Holdsworth said managed accounts, and especially individually ...