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Showing 431 - 440 of 952 results for "managed accounts"

Platform rebrands for next phase

JAMIE WILLIAMSON  |  TUESDAY, 12 MAR 2019
... administrator is rebranding as it gears up for the launch of both a superannuation and non-superannuation Wrap solution. Managed Accounts Holdings - also known as managedaccounts.com.au - is rebranding to Xplore Wealth. The company said the new brand ...

Paradice Investments sales lead takes new role

KANIKA SOOD  |  MONDAY, 11 MAR 2019
... work with equities: OC Funds Management is an Aussie small caps manager; Ralton works with Australian equity managed accounts; Veritum Asset Management invests in income-generating equities and Chester Asset Management which is a high conviction equities ...

Class makes managed accounts play

JAMIE WILLIAMSON  |  TUESDAY, 5 MAR 2019
Class is investing $4 million in an MDA service provider, with an option to take full ownership of the company down the track. Investing in Philo Capital Advisers, Class will provide software to support the company's offering, including services to ...

Financial advisers evolving as wealth managers: Report

KARREN VERGARA  |  MONDAY, 4 MAR 2019
... and stockbrokers anticipate significant changes to the products they recommend. This is a move toward ETFs and managed accounts - solutions that provide diversification, low cost, and require less admin and paperwork, the report said. "We expect this ...

New managed portfolio education hub launched

JAMIE WILLIAMSON  |  FRIDAY, 1 MAR 2019
... product solutions for their clients," Alcock said. The move by HUB24 comes on the back of Investment Trends' 2018 Managed Accounts Report which revealed a strong demand for more information on managed accounts. Of the advisers surveyed, 39% said they ...

Macquarie shuffles wealth leadership

HARRISON WORLEY  |  MONDAY, 25 FEB 2019
... financial advisers who use Macquarie wealth products, including its wrap platform, cash management accounts and managed accounts offerings. Garrett has been with Macquarie for 19 years, and previously worked at Merrill Lynch, Citi and Morgan Stanley. ...

MGP chief executive departs

KARREN VERGARA  |  FRIDAY, 15 FEB 2019
Managed Accounts Holdings announced its chief executive will leave on "mutual" terms. David Heather will exit the MGP Group on 10 May 2019 after four years in the top job. MGP said in a statement that Heather "leaves by mutual agreement as the company ...

InvestSense hires head of adviser solutions

KARREN VERGARA  |  THURSDAY, 14 FEB 2019
... at a time of growth and significant change for the financial services industry, particularly as the demand for managed accounts surges. Andronaco said he's seeing the migration to managed accounts by the financial adviser community. InvestSense's key ...

MGP chair steps down

KARREN VERGARA  |  MONDAY, 11 FEB 2019
Managed Accounts Holdings chair Don Sharp has stepped down from the position and is being replaced by Peter Brook. Sharp will focus on other responsibilities and continue as an executive director of MGP. He will continue as acting group chief financial ...

OPINION: Post RC, where to now for retail super?

ALEX DUNNIN  |  MONDAY, 4 FEB 2019
... will be reviewing their superannuation value propositions. In response we should see electrified activity in managed accounts, robo-advice and anything digital. The decision by several big wealth groups to divest their distribution has thus been vindicated. ...