Search Results | Showing 31 - 40 of 153 results for "Managed discretionary account" |
| | | Radar Results is seeing an uptick in demand for niche areas of financial advice, which includes risk insurance businesses. Currently, there is demand from buyers for complete licensee groups with between 50 to 200 authorised representatives. Another ... |
| | | | The take up of managed accounts continues to grow with the industry growing $15.8 billion in the last six months to $111 billion, new research shows. The Institute of Managed Account Professionals (IMAP) and Milliman's latest Managed Accounts FUM Census ... |
| | | | WealthO2 has introduced a managed discretionary account with several top managed account investment managers. The MDA includes the expertise of investment managers including BlackRock, Evergreen, Lonsec, Morningstar, Ralton AM and Zenith. As WealthO2 ... |
| | | | The growth of managed accounts is the only segment of the platform market that has developed and without them platforms would be going backwards, new research shows. Rainmaker Information's latest Wholesale Advantage Report for the December 2020 quarter ... |
| | | | The managed discretionary account operator has made a key appointment to its portfolio management team and two hires for a newly created role in its distribution team. Anton Hermanto has been appointed as custody and administration manager and joins ... |
| | | | ... superannuation, risk insurance and financial advice, is valued at $20,000. A vanilla AFSL with a managed discretionary account (MDA) facility would go for $50,000. Adding an options and derivatives trading capability to the latter would fetch between ... |
| | | | ... managed accounts hold the lion's share of assets at $45.1 billion (up 54% year on year) followed by managed discretionary account services at $38.9 billion (up 28% year on year). Potter said the significant increase in SMA assets reflect a one-off legal ... |
| | | | The $1.3 billion market cap platform business is searching for a new non-executive director, as its longest-serving board director retires. Ian Lister has notified HUB24 of his intention to retire, effective today. HUB24 said it has commenced a search ... |
| | | | ... everyone in its team like a member of the family." Ng said she would be working on Lifespan's expanded managed discretionary account offering, leveraging her experience at Xplore. |
| | | | After HUB24 announced its plans to acquire Xplore Wealth last week, the platform has had a pleasant $1.18 million windfall. Xplore has previously notified the market that AusIndustry had disallowed a $1.18 million research and development claim. The ... |
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