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Showing 441 - 450 of 952 results for "managed accounts"

ASIC terminates managed accounts provider AFSL

KARREN VERGARA  |  FRIDAY, 1 FEB 2019
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 ...

Copia hires from Zenith

KANIKA SOOD  |  WEDNESDAY, 23 JAN 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 is a high conviction equities manager. ...

Managed accounts not immune to Royal Commission

KARREN VERGARA  |  TUESDAY, 22 JAN 2019
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 launches new managed accounts offerings

HARRISON WORLEY  |  MONDAY, 21 JAN 2019
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 ...

Praemium to upgrade platform

KANIKA SOOD  |  WEDNESDAY, 16 JAN 2019
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 ...

MGP shuffles leadership team

KARREN VERGARA  |  MONDAY, 14 JAN 2019
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. ...

CFS study finds managed accounts improve advice

KANIKA SOOD  |  FRIDAY, 21 DEC 2018
... 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 ...

Long-serving platform expert jumps ship

JAMIE WILLIAMSON  |  TUESDAY, 18 DEC 2018
... 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 sharpens focus on managed accounts

KARREN VERGARA  |  TUESDAY, 18 DEC 2018
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 ...

Portfolio implementation delays costing investors

JAMIE WILLIAMSON  |  TUESDAY, 18 DEC 2018
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 ...