Search Results | Showing 21 - 30 of 952 results for "Managed Accounts" |
| | | Betashares has appointed a new chief marketing officer, as the firm seeks to grow its business across ETFs, managed accounts, superannuation and direct-to-investor offerings. Elaine Herlihy brings more than 25 years of senior marketing experience across ... |
| | | | ... Australia has appointed a new head of portfolio construction and investment solutions for its private assets managed accounts (PAMA) platform, designed for wholesale and professional investors. Ben Davis brings more than 25 years' experience at the ... |
| | | | ... a client to facilitate investments into an in-house managed account. This is the point where SMSF advice and managed accounts advice intersect under the remit of the regulator. ASIC previously flagged it is reviewing the managed accounts sector, particularly ... |
| | | | ... lending solutions business to Astute Financial Management to solely focus on licensee services, financial advice, managed accounts and platforms. Under the agreement, Centrepoint said it will retain the lending-as-a-service (LaaS) business, credit licence ... |
| | | | ... hands-on experience with the operational, compliance, technology and client communication challenges of adopting managed accounts within advice practices. Earlier in his career, Mitchell worked at BT Advice, starting as a financial adviser before becoming ... |
| | | | ... Janus Henderson said the acquisition will substantially enhance its position in model portfolios and separately managed accounts (SMAs). At the completion of the transaction, Janus Henderson will rank among the top 10 model portfolio providers in North ... |
| | | | ... for their clients' portfolios last year, as the investment vehicle plays an increasingly significant role in managed accounts. The number is set to increase to over 80% in 2026 according to the 2025 Betashares/Investment Trends ETF Adviser Report, which ... |
| | | | ... aims to offer retirees an enhanced income of 2% p.a. above traditional benchmark portfolios through separately managed accounts (SMAs) on the CFS Edge platform. The SMAs leverage Betashares' institutional-grade investment solutions and portfolio construction ... |
| | | | ... (2025), and contributing to the growth of the group's subsidiaries GenLife (investment bonds) and Evidentia (managed accounts) into scalable, capital-light platform," he said. "Terence will remain with GDG through the end of the 2026 financial year to ... |
| | | | ... investments, while providing "advisers the benefits that come from utilising a managed account structure", BT head of managed accounts Zac Leman said previously. Now, the offering has been expanded to the broader advice market through retail IDPS and ... |
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