Search Results | Showing 441 - 450 of 952 results for "Managed Accounts" |
| | | ASIC has cancelled the AFSL of managed accounts provider Jade Capital Partners and banned one of its directors. An ASIC investigation of Sydney-based Jade Capital, a managed discretionary account provider specialising in trading services and advice ... |
| | | | ... 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 is a high conviction equities manager. ... |
| | | | A legal expert is warning managed accounts providers of the potential implications the financial services Royal Commission will have on remuneration and product recommendations. The Fold Legal chair Claire Wivell Plater urges financial advisers not ... |
| | | | BT Financial Group launched a suite of managed accounts on its flagship platform, and said further additions will soon follow. Six active diversified managed portfolios have landed on BT Panorama's full and compact menus, offering clients different ... |
| | | | Next month Praemium will roll out major upgrades to its integrated managed accounts platform for advisers and investors. Praemium has upgraded the technology, the coverage of the managed accounts, coverage of investments and user functionality, the ... |
| | | | Managed Accounts Holdings (MGP) has made several changes to its leadership team, which includes two promotions. Pamella Wilson was promoted to group chief operating officer, following roles as a senior business analyst and acting head of IT positions. ... |
| | | | ... advisers now have a number for how much more time they can expect to spend with their clients if they switch to managed accounts. A new whitepaper published by Colonial First State this week found advisers using managed accounts were spending 23% more ... |
| | | | ... clients, Paul La Macchia is taking on a new challenge at BT Financial Group, another major player in the local managed accounts industry. He has been appointed as NSW distribution manager, BT Open, which was launched earlier this year to provide adviser ... |
| | | | ASIC will keep a closer eye on managed accounts in 2019, which will involve scrutinising the financial advice provided in more detail. In its 2018-22 Corporate Plan, the corporate regulator announced a new project reviewing the practices of managed ... |
| | | | The speedier implementation of portfolio changes enabled by managed accounts can have a significant impact on investors' wealth, latest Lonsec analysis shows. Citing responsiveness as a key benefit of managed accounts, Lonsec measured the hypothetical ... |
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