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Showing 361 - 370 of 952 results for "Managed Accounts"

WealthO2 appoints national BDM

ALLY SELBY  |  WEDNESDAY, 4 MAR 2020
... established in 2015. Services include managed discretionary accounts, automated record of advice for non-discretionary managed accounts, wholesale managed funds, superannuation and pension portfolios.

HUB24 hires managed portfolios lead

HARRISON WORLEY  |  TUESDAY, 3 MAR 2020
... of managed portfolios has hit the ground running, securing the exclusive launch of Milliman's first range of managed accounts. Former Partners Wealth Group general manager Brett Mennie has joined HUB24 as the platform's head of managed portfolios, after ...

Netwealth gains $9.5bn, reveals expansion plans

ELIZABETH MCARTHUR  |  TUESDAY, 18 FEB 2020
... $4.4 billion. Funds under management for the platform were up to $5.7 billion at 31 December 2019, including managed accounts FUM of $4.4 billion. Member accounts increased by 15% and financial intermediaries using the platform were up 13.3%. In its ...

Netwealth leads the platform pack

ALLY SELBY  |  TUESDAY, 18 FEB 2020
... advisers further demonstrate their value add to clients, ranging from fee cuts to improved fee comparison tools, managed accounts functionality and retirement calculators." It named the top five platforms as Netwealth, HUB24, BT Panorama, Praemium and ...

Advice industry compresses

ELIZABETH MCARTHUR  |  TUESDAY, 11 FEB 2020
... 109 and Fortnum with 81. One of the big changes in the industry has been and remains the growth in reliance on managed accounts. Managed accounts funds under administration grew 39% last year alone to $63 billion - outgrowing wider platform FUA growth ...

Praemium expanding in UK, growing managed accounts

ELIZABETH MCARTHUR  |  MONDAY, 10 FEB 2020
Listed platform Praemium's half yearly results included an update about its UK business and its virtual managed accounts portfolios. The virtual managed accounts had a strong uplift, contributing to platform revenue being up 22%. Praemium's Virtual ...

Zenith bolsters team, hints at expansion

ELIZABETH MCARTHUR  |  TUESDAY, 21 JAN 2020
... further investing in our research and consulting services, we grew our range of both customised and public menu managed accounts for advisers on a number of leading platforms and expanded into the New Zealand market through the purchase of FundSource," ...

Platform appoints TPB director

ELIZABETH MCARTHUR  |  WEDNESDAY, 11 DEC 2019
A director of the Tax Practitioners Board has joined the board of a managed accounts provider and platform. Julie Berry will replace Peter Brook as a non-executive director at Xplore Wealth. She has been a director of the Tax Practitioners Board for ...

FASEA under pressure on managed accounts

ELIZABETH MCARTHUR  |  WEDNESDAY, 4 DEC 2019
... The Financial Adviser Standards and Ethics Authority is under pressure to clarify its stance on all forms of managed accounts. FASEA chief executive Stephen Glenfield confirmed he has met with the Institute of Managed Account Professionals and is considering ...

Clime launches new income fund

KANIKA SOOD  |  TUESDAY, 3 DEC 2019
... Bristow said. Clime had $961 million in funds under management at end of September. The biggest share of this is in managed accounts ($462 million), followed by $357 million in managed funds and mandates and $142 million in its listed investment company. ...