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Showing 21 - 30 of 283 results for "SMAs"

Briefcase launches five SMAs on Praemium

KARREN VERGARA  |  TUESDAY, 11 FEB 2025
... Moderate, Balanced, Growth, and High Growth are now available on Praemium. Briefcase chief executive Josh Persky said the SMAs are designed to meet the growing demand from financial advisers seeking access to institutional-grade investment management ...

Foresight Analytics names research lead

KARREN VERGARA  |  FRIDAY, 7 FEB 2025
... next phase of the firm's growth." Australia Ratings Analytics focused on managed funds, separately managed accounts (SMAs) and insurance bonds. Kumar launched Foresight in 2015 after identifying a gap for forensic research in the financial services ...

Industry breaks records for assets, flows, and product launches

ANDREW MCKEAN  |  TUESDAY, 14 JAN 2025
The Australian exchange-traded fund (ETF) industry has had a landmark year, breaking records pertaining to market capitalisation, net flows, and product launches. Last year, the ETF industry's funds under management (FUM) reached $246.3 billion ...

InvestSense marks 10th birthday

STAFF WRITER  |  FRIDAY, 29 NOV 2024
... grown 33% in the past 12 months. "When we started a decade ago, we were a small team with big ideas about managed accounts. SMAs were just emerging, and the industry was still discovering its potential. Fast forward through an evolving advice landscape ...

Advisers count on specialist advisers: Survey

KARREN VERGARA  |  WEDNESDAY, 6 NOV 2024
... planning to navigating divorce and aged care," Arnol said. Many advisers (88%) are turning to separately managed accounts (SMAs) to service clients. Conversely, the recent Financial Standard Managed Accounts Forum heard what prevents advisers from adopting ...

Expand bolsters SMA offerings amid $10bn milestone

MATTHEW WAI  |  WEDNESDAY, 16 OCT 2024
... of the new offerings and believes they will meet licensee, adviser, and client needs. "With increasing adviser demand for SMAs, we're pleased to be adding another two leading investment managers and two bespoke licensee solutions to Expand's existing ...

Acclaim Wealth enters managed account space

ANDREW MCKEAN  |  TUESDAY, 15 OCT 2024
... use has been limited, noting that many practices face restrictions when setting up their own separately managed accounts (SMAs), often due to minimum requirements. For instance, a practice with $200 million in FUM may find that they can only offer a ...

Advisers reveal hurdles preventing SMA adoption

ELIZA BAVIN  |  THURSDAY, 19 SEP 2024
... their value add to clients if they are outsourcing investment decisions (28%). "This is a common theme but the way we view SMAs is that they are actually a mechanism to deliver more efficiently your value add or your client value proposition," Gallagher ...

Expand bolsters SMA menu

MATTHEW WAI  |  TUESDAY, 13 AUG 2024
... complement the current fleet of MLC Asset Management, Antares, Ausbil, JBWere, Pendal, Perennial, and Zurich. Expand now houses 64 SMAs and provides both multi-asset and single-sector options. Advisers can also access over 500 managed funds, listed shares ...

BlackRock bolsters suite of SMAs

ELIZA BAVIN  |  THURSDAY, 1 AUG 2024
... managed account," Petering said. "Building on the nearly decade-long success with our Enhanced Strategic Model Portfolio SMAs, BlackRock is committed to making our active multi-asset investment expertise more accessible to the wealth market. In doing ...