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Showing 351 - 360 of 952 results for "Managed Accounts"

Praemium adds Chi-X products

HARRISON WORLEY  |  MONDAY, 27 APR 2020
... month. The full suite of Chi-X TraCRs, funds and warrants are accessible through Praemium's non-custodial virtual managed accounts platform (VMA), providing advisers with opportunities across a range of asset classes, including equities, indices, currencies ...

Boutique manager taps former Challenger executive

HARRISON WORLEY  |  FRIDAY, 24 APR 2020
... equities and fixed income - Beardow joined the firm, which has managed wholesale investor capital, in a series of managed accounts, since July 2017. Around a year ago the firm launched its Darling Macro Fund, which aims to "dynamically allocate long ...

Managed accounts use broadens

HARRISON WORLEY  |  WEDNESDAY, 22 APR 2020
Latest research on financial advisers' use of managed accounts shows their increasing popularity among advisers with lower-balance clients. Once reserved for wealthy clients, managed accounts are proving popular for financial advisers with lower-balance ...

Should unused services on AFSLs be subject to ASIC levy?

KANIKA SOOD  |  FRIDAY, 17 APR 2020
... manager (and only employee) estimated it could hit about $185 million in two years, on the back of individually managed accounts and a unit trust. However, the plans did not pan out and for FY18 and FY19, the AFSL reported no activities or revenue and ...

Not buy time yet: Lonsec

KANIKA SOOD  |  THURSDAY, 2 APR 2020
... officer says valuations look way cheaper than a month ago, but he's not hitting buy just yet for its $600 million managed accounts asset pool. Lonsec's managed accounts have about $600 million in assets under management and are used by advisers and advice ...

Portfolio rebalancing should be timed: Xplore

ELIZA BAVIN  |  FRIDAY, 27 MAR 2020
... also around earnings," Wright said. Wright said managed discretionary accounts (MDAs), as well as separately managed accounts (SMAs) have reaffirmed their status as an efficient structure to support advisers and investment managers handle their clients' ...

Good time to be in managed accounts: IMAP

ELIZA BAVIN  |  FRIDAY, 27 MAR 2020
The COVID-19 crash has had an effect on all investment advice, but for financial advisers using managed accounts the blow has been slightly eased, according to IMAP chair Toby Potter. Potter told Financial Standard that while it is likely managed account ...

IMAP not anticipating regulatory overhaul

ELIZA BAVIN  |  WEDNESDAY, 25 MAR 2020
The chair of IMAP does not expect a major overhaul of the managed accounts space when ASIC's focus returns to the MDA review. Earlier this week, ASIC announced the MDA review is being put on hold, after "recalibrating" its regulatory priorities as it ...

NAB Private director starts new venture

KANIKA SOOD  |  MONDAY, 23 MAR 2020
... Standard. "We will focus on institutional and wholesale market, including dealer groups and model portfolios, managed accounts and private banks," he said. The firm is in negotiations with a few overseas managers, after scoring its first client. It is ...

Praemium rolls out investment tools, options

HARRISON WORLEY  |  TUESDAY, 10 MAR 2020
... managed account (SMA). Praemium has moved to embed Sustainalytics ESG research and analysis within its integrated managed accounts platform to provide advisers with a more intuitive way to tailor client's portfolios to their specific ethics and values. ...