Search Results | Showing 361 - 370 of 960 results for "Managed accounts" |
| | | 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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' ... |
| | | | 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | ... 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. ... |
| | | | ... established in 2015. Services include managed discretionary accounts, automated record of advice for non-discretionary managed accounts, wholesale managed funds, superannuation and pension portfolios. |
| | | | ... 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 ... |
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