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Showing 331 - 340 of 952 results for "Managed Accounts"

Financial Standard launches FS Sustainability

STAFF WRITER  |  TUESDAY, 1 SEP 2020
... publication with Financial Standard and its suite of journals - FS Advice, FS Super, FS Private Wealth and FS Managed Accounts. The Sustainability Report was acquired by Financial Standard 's owner, Rainmaker Group, in October 2019. The Sustainability ...

Unmet advice needs increases for SMSF trustees

ANNABELLE DICKSON  |  THURSDAY, 20 AUG 2020
... a fifth of new inflows. Adviser use of exchange traded funds (ETFs) is up 4% from 2019 to 16% while flows to managed accounts remained steady at 9%. But advisers expect flows to managed accounts to grow substantially over the next three years to 12% ...

Fiducian posts $10.5m in FY20 profits

KANIKA SOOD  |  MONDAY, 17 AUG 2020
... planning, it is keen to expand through value accretive acquisitions. In administration, it wants to distribute managed accounts capabilities, offer badged solutions to independent financial advisers and build on SMSF administration. It is also looking ...

Praemium shows growth in crisis

ELIZA BAVIN  |  FRIDAY, 14 AUG 2020
... company's prospects for growth are exciting as more advisers are becoming aware of Praemium's capabilities its managed accounts platform can provide.

Macquarie to transfer legacy pension product

KANIKA SOOD  |  MONDAY, 10 AUG 2020
... will also get more than 1600 investment options (managed funds, listed securities, term deposits, separately managed accounts) and improved features such as online access for account balances, it said. Any ongoing adviser fees currently in place for ...

Netwealth hits fund managers with new fee

KANIKA SOOD  |  FRIDAY, 31 JUL 2020
... gone up. The platform business allows fund managers to offer fee discounts to financial advisers, licensees or managed accounts providers, which are processed as fee rebates. So far, Netwealth did not charge fund managers a fee for this. But this month ...

Sydney boutique winds up fund

KANIKA SOOD  |  TUESDAY, 28 JUL 2020
... $151.8 million in total assets and has been running since April 2015, which are offered by multiple separately managed accounts (SMA) platforms. Redpoint was established in 2011 and managed about $10 billion for institutional and retail clients. GSFM ...

Netwealth launches Milliman managed accounts

ANNABELLE DICKSON  |  FRIDAY, 24 JUL 2020
... Milliman has formed a partnership with platform provider Netwealth to widen the distribution of its first range of managed accounts that aim to dampen the effects of market volatility. Milliman's first managed account offering, SmartShield, launched ...

Specialist platforms prosper in June quarter

ALLY SELBY  |  MONDAY, 20 JUL 2020
... management at June 30, recording net inflows of $500 million for the quarter, including inflows of $400 million into managed accounts.

Netwealth booms amid pandemic

ALLY SELBY  |  FRIDAY, 10 JUL 2020
... management at 30 June, with FUM net inflows for the quarter of $500 million, including inflows of $400 million into managed accounts. As of June 30, the platform had a balance of $5.8 billion held in managed accounts. This was an increase of $3 billion ...