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Showing 501 - 510 of 961 results for "Managed Accounts"

Industry leaders in sales and marketing recognised at MAX Awards

STAFF WRITER  |  FRIDAY, 15 JUN 2018
... www.franklintempleton.com.au/reachforbetter Advertising Campaign of the Year (Digital - Trade): BT Panorama - Managed Accounts Finalists: HUB24 - #notjustanotherplatform JP Morgan - Systematic Alpha / Global Strategic Bond Funds T. Rowe Price - T. Rowe ...

HUB24 inks MDA, tech deal

JAMIE WILLIAMSON  |  WEDNESDAY, 13 JUN 2018
... product structures including MDA, IDPS and superannuation. He acknowledged Fitzpatricks as an early pioneer in the managed accounts space. "Licensees and advisers are increasingly searching the market looking for advanced platform capabilities and flexible ...

Promotions at Zenith to capitalise on growth

JAMIE WILLIAMSON  |  TUESDAY, 5 JUN 2018
Growth in its managed accounts offering has seen Zenith Investment Partners promote its head of research to a new role and add to its investment consulting team. Zenith head of research Bronwen Moncrieff has been promoted to the role of general manager ...

Praemium signs wealth management heavyweight

KANIKA SOOD  |  TUESDAY, 5 JUN 2018
A wealth manager with about $27 billion in assets under management has signed on to use Praemium's managed accounts services. Morgan Stanley Wealth Management Australia and its about 115 financial advisers will use Praemium's separately managed ...

Advisers still resistant to social media

JAMIE WILLIAMSON  |  THURSDAY, 31 MAY 2018
... and text messaging (27.87%). Away from communications, the research shows 37.7% of advisers believe separately managed accounts will be the technology to have the greatest impact on their business over the next five years. Meanwhile, 32.13% believe it ...

SMAs leading growth at Praemium

KANIKA SOOD  |  WEDNESDAY, 30 MAY 2018
Praemium's separately managed accounts business is leading the pack among its offerings, raking in 47% higher revenues in the first half of FY18 as compared to H1 FY17. Collectively the company's product offerings brought in revenue of $21.5 ...

Asset manager welcomes new hires

JAMIE WILLIAMSON  |  TUESDAY, 29 MAY 2018
... was most recently chief executive of Australian Unity joint venture, Federation Alliance, a superannuation and managed accounts platform provider. Kenny brings more than 20 years' experience in financial services. He has previously served as CFS' head ...

Boutique asset manager expands investment team

JAMIE WILLIAMSON  |  FRIDAY, 25 MAY 2018
... to further broaden the investment team's skill set and to continue to build their reputation as a specialist managed accounts provider." Just last month Ralton appointed a new portfolio manager from Rest. Will Riggall joined the boutique from his role ...

$900bn of wealth soon up for grabs: Research

HARRISON WORLEY  |  THURSDAY, 24 MAY 2018
... explosion of self-licensed practices is driving more open approved product lists, including stunning growth in managed accounts. "Invariably there will be winners and losers as vendors scramble to adjust product and distribution strategies to stay ahead ...

Managed accounts aid adviser time management

JAMIE WILLIAMSON  |  FRIDAY, 18 MAY 2018
Financial advisers using managed accounts are saving an average of 12.4 hours per week on portfolio management tasks, according to research from NAB and Investment Trends. The report shows using a managed account structure shaves the most time off investment ...