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Showing 501 - 510 of 953 results for "Managed accounts"

$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 ...

Thematic SMAs on the rise

JAMIE WILLIAMSON  |  WEDNESDAY, 16 MAY 2018
... international investment house partnered with a $110 billion platform to provide access to several separately managed accounts. Praemium has added three themed global share portfolios from Macrovue; the Macroevue Car of the Future Concentrated Equity ...

MGP to expand super solutions, director resigns

KARREN VERGARA  |  THURSDAY, 10 MAY 2018
Managed Accounts Holdings is expanding its superannuation capabilities and is on track to acquire an existing Registrable Superannuation Entity. A non-executive director will also step down from the MGP board. The managed accounts and investment administrator ...

Zenith hires former asset management chief

KARREN VERGARA  |  THURSDAY, 10 MAY 2018
... its national sales manager. David Parr joins Zenith at a time the investment research firm is broadening its managed accounts capabilities, on top of its existing research and consulting services. He will report to managing partner David Smythe and work ...

Macquarie platform, wrap businesses soar

KARREN VERGARA  |  FRIDAY, 4 MAY 2018
Macquarie Group's platform, wrap and managed accounts businesses performed strongly in the full-year to 31 March 2018, latest financial results show. Macquarie Wrap and Vision held $82.5 billion in funds under management, jumping 14% from the previous ...

Retail unit trusts leaking FUM

KANIKA SOOD  |  TUESDAY, 1 MAY 2018
... billion managed funds segment in Australia includes retail unit trusts, exchange traded funds, model portfolios on managed accounts and listed investment companies - in other words, pooled investments that are managed by investment professionals. While ...

MDA provider makes key hires

JAMIE WILLIAMSON  |  TUESDAY, 1 MAY 2018
... $12.8 billion listed MDA provider appointed a new head of operations and head of product to its leadership team. Managed Accounts Holdings (MGP) has brought Craig Semmens on as head of operations for the Linear side of the business. He will provide additional ...

MGP responds to Henderson's RC hearing

JAMIE WILLIAMSON  |  FRIDAY, 27 APR 2018
... 70% of Henderson Maxwell's total clients and about 84% of its total funds under advice are managed through its managed accounts vehicle as facilitated by MGP. In response to questioning, Henderson later admitted that he owned shares via his self-managed ...

Praemium appoints managed accounts expert in new role

JAMIE WILLIAMSON  |  MONDAY, 23 APR 2018
... self-invested and international solutions. Thomas joins Praemium from Netwealth where he has served as head of managed accounts strategy and development since 2014. At Praemium, Thomas will play a key role in the creation of a dedicated self-managed ...