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Showing 461 - 470 of 985 results for "Managed Accounts"

Channel Capital head of retail departs

KANIKA SOOD  |  THURSDAY, 14 MAR 2019
... retail space is actually becoming more institutionalised, with things like model portfolios, core separately managed accounts and private banks," King said. "So we will look to hire distribution people at director level, with some markets background ...

Investors stick with managed accounts despite volatility

HARRISON WORLEY  |  THURSDAY, 14 MAR 2019
Latest research shows inflows pushed managed accounts through strong headwinds in the second half of 2018. The Institute of Managed Accounts Professionals' latest six monthly Managed Accounts FUM Census shows net fund inflows in the second half of last ...

Smaller platforms continue to excel

HARRISON WORLEY  |  WEDNESDAY, 13 MAR 2019
... management tools to client portal enhancements." Choi said the report also recognised the growing influence of managed accounts, noting 16 platforms now offered managed accounts solutions. He added platforms needed to provide advisers with dedicated ...

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 ...