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Showing 31 - 40 of 1198 results for %22Managed accounts%22

FIIG Securities picks Equity Trustees for new fund

CASSANDRA BALDINI  |  WEDNESDAY, 4 OCT 2023
... continuously evolving fixed income asset class." FIIG Securities currently manages $300 million in individually managed accounts across four fixed income strategies and has a further $5 billion of funds under advice. "Our vision has been to pioneer an ...

Super tax break changes open for consultation

KARREN VERGARA  |  TUESDAY, 3 OCT 2023
... and Superannuation (Better Targeted Superannuation Concessions) Imposition Bill 2023 - cover APRA-regulated funds, self-managed super funds, and exempt public sector schemes. Treasurer Jim Chalmers said that the "modest adjustment to apply after the ...

Skynet adviser stole $10.2m: Court

KARREN VERGARA  |  THURSDAY, 28 SEP 2023
... cases, Nugara convinced clients to transfer their savings or rollover monies in their superannuation accounts to self-managed superannuation funds he set up with the Commonwealth Bank (CBA). Nugara had access to the SMSF accounts to make property investments. ...

Former adviser lands in jail

KARREN VERGARA  |  TUESDAY, 26 SEP 2023
... Australia found Mark Raymond Sebo guilty of misappropriating $1,056,685.18 by either helping clients set up or maintain self-managed super funds. Sebo used all the money to feed his gambling habit between July and August 2019 while he was sole director ...

US regulator fines DWS US$25m for greenwashing, AML offences

RACHEL ALEMBAKIS  |  TUESDAY, 26 SEP 2023
... investment recommendations for ESG integrated products, including certain actively managed mutual funds and separately managed accounts". DWS marketed itself as a leader in ESG adhering to specific policies to integrate such considerations into its investments. ...

A roadmap for transitioning to managed accounts

ANDREW MCKEAN  |  THURSDAY, 14 SEP 2023
Netwealth has unveiled a blueprint to a successful transition to managed accounts for financial advisers, centring on staff training, client messaging, and planning. At today's Financial Standard Best Practice Forum on Managed Accounts, Netwealth's ...

Viridian launches new specialist division amid acquisition drive

ANDREW MCKEAN  |  TUESDAY, 12 SEP 2023
... financial sector as a whole." Beside the launch of ICS, Viridian is also introducing a range of individually managed accounts (IMAs). The IMA solution will be overseen by a portfolio management team that collaborates closely with advisers to offer tailored ...

Colonial First State previews new MA offering

CHLOE WALKER  |  WEDNESDAY, 6 SEP 2023
Colonial First State (CFS) has revealed its new managed accounts offering, to be made available on the newly launched Edge platform. The Accelerate Series has been designed in response to feedback from financial advisers, helping them meet best interest ...

Managed accounts FUM hits $162bn

KARREN VERGARA  |  TUESDAY, 5 SEP 2023
Managed accounts assets jumped 19% in the year to June to reach a record high of $161.7 billion. This is according to the latest Institute of Managed Account Professionals (IMAP) and Milliman figures, which canvassed 48 firms in their survey. Separately ...

Insignia Financial promotes two key staffers

ELIZABETH FRY  |  MONDAY, 4 SEP 2023
... manager of platform solutions, where he worked with advisers and the distribution team as the specialist for managed accounts and platforms at IOOF. Before his four years with Insignia, Rockliff was an investment specialist and business development manager ...