Search Results | Showing 21 - 30 of 153 results for "Managed discretionary account" |
| | | ... ability to hold a separately managed account (SMA) inside other portfolio types such as another SMA, managed discretionary account, or model portfolio. "The Accelerate Series will deliver a full-service solution designed to be suitable for a wide range ... |
| | | | 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 ... |
| | | | Valuations for financial advice firms have increased in the year to June, defying expectations that inflation and wider economic conditions would dampen demand and prices. The findings are based on Radar Results' latest data, which saw a 6% to 11% increase ... |
| | | | In the six months to 31 December 2022, funds under management (FUM) in managed accounts increased to reach a new high of $144.5 billion, according to the latest data by the Institute of Managed Account Professionals (IMAP) and Milliman. This is up 9.8% ... |
| | | | ... the AFSL of Olive Financial Markets Pty Ltd (Olive). Between 2013 and 2018, Olive operated both a managed discretionary account (MDA) service and a superannuation rollover business. In March 2020, ASIC cancelled the AFS licence of the Gold Coast-based ... |
| | | | According to Rainmaker data, separately managed accounts' (SMA) footprint in the managed account sector has risen dramatically in two years. SMAs funds under advice (FUA) in the past two years increased 151%. Meanwhile, managed discretionary accounts ... |
| | | | Activus Investment Advisors is making its suite of SMA portfolios available on platform for the first time, partnering with Macquarie Wrap. The Activ-ator range was launched four years ago, comprising multi-asset portfolios with four risk profiles ranging ... |
| | | | Funds under administration (FUA) in managed accounts platforms increased by almost 50% per annum in the last three years alone, according to Rainmaker Information. Analysing figures previously published by the Institute of Managed Account Professionals ... |
| | | | Sydney financial adviser Walter Yaolong Guan has been banned for five years after operating without a licence. ASIC found that between March 2017 and August 2021, Guan, through his company Perennial Growth, carried on a financial services business when ... |
| | | | ... diligence, Clime's transfer of $270 million to establish the separately managed account and managed discretionary account solution with Ralton is in exchange for a 75% ownership in the latter. The managed accounts strategy is set to have $330 million ... |
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