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Showing 391 - 400 of 952 results for "managed accounts"

New distribution head for listed platform

ELIZABETH MCARTHUR  |  MONDAY, 12 AUG 2019
... was a key member of the highly regarded Vanguard Investments team and led the launch of Vanguard Diversified Managed Accounts.

BT advice boss lands new role

KANIKA SOOD  |  WEDNESDAY, 7 AUG 2019
... manager of BT Financial Advice, who was grilled at Royal Commission hearings last year, will lead an ASX-listed managed accounts provider for a $500,000 base salary. Michael Wright will join Xplore Wealth (formerly Managed Accounts Holdings) effective ...

Imminent launch for start-up super fund

KARREN VERGARA  |  FRIDAY, 2 AUG 2019
... ETFs and direct shares. The fund also offers life insurance that members can cancel any time. Operating within a managed accounts solution provides transparent and competitive fees, as well as help members calculate and pay individual taxes, Hall added. ...

Patersons launches first SMAs

ELIZABETH MCARTHUR  |  THURSDAY, 1 AUG 2019
... and Australian Income Portfolio. The SMAs are positioned as a lower cost investment option than most advised managed accounts offerings. "We see the two models that we've launched as being a very good low-cost alternative for small balance clients ...

Managed accounts hit milestone

ELIZABETH MCARTHUR  |  WEDNESDAY, 31 JUL 2019
Managed accounts have reached a growth milestone, now making up 29% of the investment market in Australia. Managed accounts funds under administration grew by 17% to $51 billion in the 12 months to March, according to Rainmaker data. Platform funds ...

Advice software firm appoints sales lead

KRISTI CHENG  |  WEDNESDAY, 31 JUL 2019
... of successful product launches over many years with cash, superannuation, annuities, and more recently in the managed accounts space, for institutions including Macquarie Bank and Challenger. "He will bring a great understanding of different styles of ...

Sam Henderson cops ASIC ban

KANIKA SOOD, JAMIE WILLIAMSON  |  WEDNESDAY, 24 JUL 2019
... financial advice provided. The regulator said this breach occurred in 2013 when Henderson was an investor in Managed Accounts Holdings (now Xplore Wealth), when a subsidiary of the company provided managed discretionary account services to Henderson ...

Ariel Investments promotes president

KARREN VERGARA  |  MONDAY, 22 JUL 2019
... a small and mid-cap value manager, and has evolved to offer defined contribution plans, as well as separately managed accounts for institutions and high-net-worth individuals. Hobson commented: "Ariel has been my home for nearly three decades and I am ...

Russell launches next gen managed accounts

ELIZABETH MCARTHUR  |  THURSDAY, 18 JUL 2019
Russell Investments launched what it is calling a "next generation" suite of multi-asset managed accounts - the first managed accounts offering for the investment giant. The offering comes in response to the growing adviser and investor preference for ...

BT Panorama boosts functionality

ELIZABETH MCARTHUR  |  WEDNESDAY, 17 JUL 2019
... operations Kathy Vincent explained that growth of BT Panorama has been driven by adviser demand and the rise of managed accounts. "The latest enhancements are a combination of boosting stability across the platform to improve overall performance and ...