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Showing 391 - 400 of 8446 results for "Managed"

Winners named in annual IMAP Managed Account Awards

MATTHEW WAI  |  FRIDAY, 22 AUG 2025
The Institute of Managed Account Professionals (IMAP) has announced the winners of the 2025 IMAP Managed Account Awards across nine categories, with Morgan Stanley Wealth Management Australia taking out two categories. Morgan Stanley Wealth Management ...

Liquidity issues hurting Healthbridge Capital investors

KARREN VERGARA  |  FRIDAY, 22 AUG 2025
... crunch as corporate regulator ASIC stays mum about its knowledge or investigation into the potential collapse of another managed investment scheme. A significant event notice sent to investors by responsible entity Cache Group shows that it became aware ...

Insignia Financial back in the black

JAMIE WILLIAMSON  |  THURSDAY, 21 AUG 2025
... business, including MLC Expand, exceeding $100 billion of FUA at the end of FY25, the launch of MLC Retirement Boost, and managed accounts FUM growing to more than $3.3 billion. "... we remain focussed on our 2030 Vision and Strategy, confident in our ...

Netwealth reports record FY25 results

MATTHEW WAI  |  THURSDAY, 21 AUG 2025
... Additionally, the platform also saw adviser numbers rise to 3971, up 5.6% over the year. Other key business drivers include managed account net flows of $4.3 billion, increased by 56.5%. Looking forward, Netwealth said it has commenced the new financial ...

ASIC warns of 'sharp rise' in financial misconduct

MATTHEW WAI  |  THURSDAY, 21 AUG 2025
... fully understand the documents signed, which contained high fees. About 40% of reports were in relation to unregistered managed investment schemes or financial services being provided without an Australian financial services licence (AFSL). The balance ...

VG1 replaces investment manager, books massive loss

KARREN VERGARA  |  THURSDAY, 21 AUG 2025
... 2025 reporting period. VG1 made $64.1 million in profits in FY24, which was down 127% year on year. VG1 is an actively managed, concentrated portfolio, comprising long and short positions in global listed securities. Some key contributors to performance ...

Only half of advice practices report positive earnings: Investment Trends

MATTHEW WAI  |  WEDNESDAY, 20 AUG 2025
... profitable, success is underpinned by three key levers: higher ongoing fees, leaner cost structures, and greater use of managed accounts to deliver scale and consistency, Investment Trends said. Further, larger practices are expanding not only in adviser ...

Australia emerges as managed accounts leader: Research

MATTHEW WAI  |  WEDNESDAY, 20 AUG 2025
A new Praemium study found that managed accounts are slowly becoming an essential tool for local financial advisers. According to the survey, 62% of financial advisers currently used managed accounts, an increase from about 59% earlier this year, and ...

Funds SA pushes for efficiencies with AI targets

JAMIE WILLIAMSON  |  TUESDAY, 19 AUG 2025
... front-end analysis - we're not there yet," he said. Naturally, there are strict guardrails in place to ensure risks are being managed. "When you're putting your own data into that environment you want to make sure that it gets ringfenced and is appropriately ...

Adviser banned for UGC, Shield involvement

MATTHEW WAI  |  TUESDAY, 19 AUG 2025
... Generation Advice between 13 September 2021 and 11 November 2022 when he allegedly recommended his clients set up self-managed superannuation funds (SMSFs) and invest most of their retirement savings into the funds. ASIC said Rankin failed to act in ...