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Showing 401 - 410 of 952 results for "Managed Accounts"

HUB24 launches white label SMA

KARREN VERGARA  |  TUESDAY, 16 JUL 2019
... equity core. Elston AM head of adviser services Mark Smith said Bridge Private Wealth recognised the benefits of managed accounts in delivering not only some great outcomes for clients, but also greater scale and efficiencies for the business. Additionally ...

CountPlus transfers SMA management

KANIKA SOOD  |  MONDAY, 1 JUL 2019
... platform solution as it aims to rid itself of product conflicts. The Privilege Managed Account is a separately managed accounts platform made up of seven model portfolios. These were offered to clients through HUB24 and are owned by CountPlus-owned licensee ...

Excellence in managed accounts recognised

HARRISON WORLEY  |  WEDNESDAY, 26 JUN 2019
The Institute of Managed Account Professionals (IMAP) celebrated excellence in managed accounts at the IMAP Managed Account Awards in Sydney last night. Seven organisations were highlighted for their commitment to the sector, across various categories ...

IOOF hires national manager

KANIKA SOOD  |  MONDAY, 17 JUN 2019
IOOF has hired a NAB investment specialist as national manager for platform solutions, including managed accounts. It has confirmed the appointment of Andrew Rockliff as national manager of platform solutions in April. Rockliff is charged with maximising ...

MAX awards recognise industry excellence

HARRISON WORLEY  |  FRIDAY, 14 JUN 2019
... Campaign of the Year Australian Ethical Video Campaign of the Year State Street Global Advisors - Understanding Managed Accounts Website of the Year Qualitas

Cashwerkz, Praemium ink deal

HARRISON WORLEY  |  WEDNESDAY, 5 JUN 2019
Financial advisers using Praemium's integrated managed accounts offering can now access the Cashwerkz platform. The two firms have entered a "data feed partnership" that will allow advisers using Praemium to access Cashwerkz's marketplace offering from ...

Russell Investments names wholesale partnerships lead

KARREN VERGARA  |  WEDNESDAY, 5 JUN 2019
Russell Investments has hired a new head of wholesale partnerships to help grow the firm's footprint in the managed accounts space. Neil Rogan joined the fund manager last month, reporting to managing director for Australia Jodie Hampshire. Sydney-based ...

Spitfire acquires adviser platform, names chief

ELIZABETH MCARTHUR, KARREN VERGARA  |  MONDAY, 3 JUN 2019
... senior roles, where he led the product development and design teams responsible for BT Panorama's investment, managed accounts and superannuation capabilities. He previously worked at Commonwealth Bank, Macquarie Bank, GBST and Morgan Stanley. Johnson ...

Managed accounts provider recruits portfolio manager

KARREN VERGARA  |  MONDAY, 3 JUN 2019
A managed accounts provider has hired a long-serving portfolio manager from Hyperion Asset Management. Elston Asset Management appointed Justin Woerner as a portfolio manager in April. He spent more than 14 years at Hyperion, starting out as an investment ...

Managed Account Awards finalists revealed

ELIZABETH MCARTHUR  |  THURSDAY, 30 MAY 2019
... go to the managed account service which does the most, in the judge's opinion, to advance the development of managed accounts. "Managed accounts are becoming a significant part of the advice profession, with many managers and licensees now offering portfolios," ...