Search Results | Showing 21 - 30 of 808 results for "Managed accounts" |
| | ... continuously evolving fixed income asset class." FIIG Securities currently manages $300 million in individually managed accounts across four fixed income strategies and has a further $5 billion of funds under advice. "Our vision has been to pioneer an ... |
| | | ... investment recommendations for ESG integrated products, including certain actively managed mutual funds and separately managed accounts". DWS marketed itself as a leader in ESG adhering to specific policies to integrate such considerations into its investments. ... |
| | | Netwealth has unveiled a blueprint to a successful transition to managed accounts for financial advisers, centring on staff training, client messaging, and planning. At today's Financial Standard Best Practice Forum on Managed Accounts, Netwealth's ... |
| | | ... financial sector as a whole." Beside the launch of ICS, Viridian is also introducing a range of individually managed accounts (IMAs). The IMA solution will be overseen by a portfolio management team that collaborates closely with advisers to offer tailored ... |
| | | Colonial First State (CFS) has revealed its new managed accounts offering, to be made available on the newly launched Edge platform. The Accelerate Series has been designed in response to feedback from financial advisers, helping them meet best interest ... |
| | | Managed accounts assets jumped 19% in the year to June to reach a record high of $161.7 billion. This is according to the latest Institute of Managed Account Professionals (IMAP) and Milliman figures, which canvassed 48 firms in their survey. Separately ... |
| | | ... manager of platform solutions, where he worked with advisers and the distribution team as the specialist for managed accounts and platforms at IOOF. Before his four years with Insignia, Rockliff was an investment specialist and business development manager ... |
| | | ... administration (FUA), up 9% on the year prior. It saw net inflows of $1.4 billion. As at June 30, Praemium's separately managed accounts (SMA) offering rose to $9.6 billion in FUA, having generated $865 million in net flows from an $8.1 billion base ... |
| | | ... ceremony on August 24, saying that the quality and number of entries has continued to grow with each year as managed accounts mature in Australia. Perpetual Private took out the award for Licensee Managed Account, while Alvia Asset Partners took home ... |
| | | ... research ratings business run by Murphy. Lioutas said it will start rating funds late this year. "The growth in managed accounts and the resulting concentration of funds flows means there's never been a greater need for quality over quantity of research," ... |
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