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Showing 481 - 490 of 1273 results for "managed account"

Netwealth leads the platform pack

ALLY SELBY  |  TUESDAY, 18 FEB 2020
Investment Trends has released the 16th edition of its Platform Benchmarking and Competitive Analysis Report, with Netwealth taking out the top gong. The wealth management platform led the pack for overall platform functionality, followed closely by ...

Macquarie quietly rolls out low-cost platform menu

HARRISON WORLEY  |  FRIDAY, 14 FEB 2020
... charges clients a flat administration fee of $240 per year deducted monthly and offers "a number of" separately managed account model portfolios managed by Macquarie, as well as "a range of term deposits". Investment costs range from 0.00% to 0.478% ...

Perpetual awards mandate

KANIKA SOOD  |  WEDNESDAY, 12 FEB 2020
... forward to partnering with Thornburg and accessing their multisector opportunistic credit strategy via a separately managed account and their upcoming fund for Perpetual Private's implemented fixed income portfolio and fixed Income model portfolios ...

Advice industry compresses

ELIZABETH MCARTHUR  |  TUESDAY, 11 FEB 2020
New Rainmaker research reveals the financial advice industry in Australia is in a state of compression - as advisers leave in significant numbers and licensees are squeezed. The number of registered financial advisers decreased 15% last calendar year ...

Praemium expanding in UK, growing managed accounts

ELIZABETH MCARTHUR  |  MONDAY, 10 FEB 2020
Listed platform Praemium's half yearly results included an update about its UK business and its virtual managed accounts portfolios. The virtual managed accounts had a strong uplift, contributing to platform revenue being up 22%. Praemium's Virtual ...

Zenith bolsters team, hints at expansion

ELIZABETH MCARTHUR  |  TUESDAY, 21 JAN 2020
... John Nicoll said: "We continue to see opportunities to better support advisers across the country as they adopt managed account solutions for their clients and seek to partner with an established service provider to do so."

Platform ends year with hiring spree

ELIZABETH MCARTHUR  |  THURSDAY, 9 JAN 2020
... upgrade to its business model. "These high calibre hires join a team that has immense experience in providing managed account and wrap platform solutions to the market," Wright said. He said Xplore is focussed on regulatory confidence amidst change in ...

Investment firm adds portfolio manager

JAMIE WILLIAMSON  |  TUESDAY, 7 JAN 2020
... role of portfolio manager. Drummond Capital Partners is a global multi-asset investment manager and provider of managed account portfolio solutions to family offices and financial intermediaries. Cathcart joined from Cbus where he led portfolio integration ...

Platform appoints TPB director

ELIZABETH MCARTHUR  |  WEDNESDAY, 11 DEC 2019
A director of the Tax Practitioners Board has joined the board of a managed accounts provider and platform. Julie Berry will replace Peter Brook as a non-executive director at Xplore Wealth. She has been a director of the Tax Practitioners Board for ...

Advice dealer group rebrands

HARRISON WORLEY  |  MONDAY, 9 DEC 2019
... Madison's OneVZue platform private label WealthPortal, PHAROS' compliance subsidiary AdviceNet and separately managed account provider Proactive Portfolios all included in the deal.