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Showing 471 - 480 of 952 results for "Managed Accounts"

How much your advice business will be worth in 2023

KANIKA SOOD  |  TUESDAY, 11 SEP 2018
What multiple will financial advice businesses sell at five years from now, and could implementing managed accounts boost their acquisition value? That's a question that Managed Accounts Holdings head of distribution and marketing Tony Nejasmic sparked ...

Managed accounts could outstrip super sector on CIPRs

KANIKA SOOD  |  WEDNESDAY, 5 SEP 2018
... parallel development to this [new product development at super funds] will be the solutions in adviser space." "Managed accounts is an example. New products could arrive by second quarter of 2019, just because they would not be bound by legislative developments ...

ETF market growth a benefit for all

HARRISON WORLEY  |  TUESDAY, 4 SEP 2018
... actually captured a lot of assets." Next week, Financial Standard is hosting a Best Practice adviser forum on managed accounts in Melbourne. Registrations close soon. To find out the day's agenda, click here.

Linear pushes MGP into the red

KARREN VERGARA  |  MONDAY, 3 SEP 2018
The acquisition of Linear dragged Managed Accounts Holdings into the red, results for the June 2018 financial year show. While funds under administration and revenue shot up thanks to the merger, MGP reported a $2.5 million loss after making a profit ...

Praemium taps Netwealth analyst for head governance role

HARRISON WORLEY  |  FRIDAY, 31 AUG 2018
A senior Netwealth investment research analyst is moving to Praemium. Damian Cilmi joins the managed accounts provider as its new head of investment managers and governance, starting his tenure on Monday, September 3. With the Praemium SMA already holding ...

Praemium picks up new SMA partners

HARRISON WORLEY  |  THURSDAY, 30 AUG 2018
Three advisory groups have partnered with Praemium, moving to its integrated managed accounts solution. Thornton Group, Advisory Partners and Providence Wealth have partnered with Praemium for separately managed accounts. It continues the firm's recent ...

Boutique grows to meet managed accounts demand

HARRISON WORLEY  |  THURSDAY, 30 AUG 2018
A boutique asset manager is welcoming a national business development manager in order to meet increasing managed accounts demand. Quilla Consulting appointed Steven Jessop as national business development manager to meet growth in its managed accounts ...

Managed accounts forum to address vertical integration, best practice

STAFF WRITER  |  FRIDAY, 24 AUG 2018
... managed account providers and financial planning groups will take centre stage at the annual Financial Standard Managed Accounts Forum to be held in Melbourne next month. More than 160 financial advisers and managed account specialists have registered ...

Macquarie Wrap adds Vanguard SMAs

JAMIE WILLIAMSON  |  WEDNESDAY, 22 AUG 2018
Vanguard's range of diversified managed accounts strategies are now available via Macquarie's Wrap platform. Targeting the growing number of financial advisers adopting managed accounts, Vanguard ETFs will predominantly be used to implement the asset ...

Praemium revenues inching towards $50m mark

KANIKA SOOD  |  MONDAY, 13 AUG 2018
... previous year, buoyed by new client wins and funds pouring in from its Australian and international businesses. The managed accounts provider generated $43 million in revenues for the year ending June 2018, up 22% over the previous year. All of its activities ...