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Showing 481 - 490 of 952 results for "Managed Accounts"

Mason Stevens renews custodian

KANIKA SOOD  |  FRIDAY, 10 AUG 2018
The managed accounts provider has extended the relationship with its custodian as it continues to build its business. NAB Asset Servicing will handle Mason Stevens's custody needs for the next five years. The eight-year-old managed accounts provider ...

IMAP awards managed accounts excellence

KARREN VERGARA  |  THURSDAY, 2 AUG 2018
... IMAP Managed Account Awards covered three themes: asset classes, innovation and how well licensees integrated managed accounts into its processes. IMAP chair and host for the evening Toby Potter said managed accounts embody the transformation that's ...

Last chance to participate in the annual FS Managed Accounts Survey

MICHELLE BALTAZAR  |  WEDNESDAY, 1 AUG 2018
Financial Standard is calling on financial advisers to have their say in an annual managed accounts survey, after research shows a spike in the number of products and services launched since last year. Listed wealth management groups HUB24, Netwealth ...

Praemium FUA surpasses $8bn

KARREN VERGARA  |  FRIDAY, 13 JUL 2018
... million of inflows coming in from Australian business. It most recently won Morgan Stanley Wealth Management's managed accounts business and inked a deal with West Australian wealth manager Hartleys. It also signed a five-year contract with CMC Markets ...

Managed accounts expert expands new platform

KARREN VERGARA  |  WEDNESDAY, 11 JUL 2018
A former Mason Stevens executive is joining a fintech that's offering investment and managed accounts solutions, as well as a new superannuation product. Spitfire Corporation appointed David Storm as its head of distribution, tasked with the sales ...

IMAP to recognise managed accounts excellence

JAMIE WILLIAMSON  |  TUESDAY, 10 JUL 2018
... Professionals has named the finalists for its 2018 Managed Account Awards. The awards recognise operators in the managed accounts space covering both single-sector asset classes and multi-asset class offerings, comprising a range of risk profiles and ...

Advised clients and their most frequently asked questions

KARREN VERGARA  |  MONDAY, 9 JUL 2018
... client engagement and understanding. A recent survey from NAB and Investment Trends found financial advisers using managed accounts save an average of 12.4 hours per week on portfolio management tasks. A managed account structure is enabling advisers ...

Managed Accounts Forum survey open

DARREN SNYDER  |  FRIDAY, 6 JUL 2018
Rainmaker research says the managed accounts market is growing three-times the rate of the regular platform market. In the lead up to the Best Practice Forum on Managed Accounts, Financial Standard is running a survey to further this industry insight. ...

Praemium inks deal with WA-based wealth manager

HARRISON WORLEY  |  WEDNESDAY, 4 JUL 2018
... digital service that many investors have come to expect." Separately, the platform provider inked a deal to provide managed accounts services to Morgan Stanley Wealth Management Australia in June. The solution goes live this month, and will see about ...

Shaw and Partners shelves managed accounts partnership

KANIKA SOOD  |  MONDAY, 25 JUN 2018
... wealth management firm with $15 billion in assets under advice, has scrapped current plans for its potential managed accounts partnership with an ASX-listed provider. In its most recent business update, Managed Accounts Holdings said Shaw and Partners ...