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Showing 501 - 510 of 1272 results for "managed account"

Former BTFG executive takes on new role

ELIZABETH MCARTHUR  |  TUESDAY, 8 OCT 2019
BT Financial Group's former general manager of platforms and investments has stepped into a new role with an emerging platform provider. John Shuttleworth has been appointed chief executive of Spitfire. Spitfire's current chief executive Matthew Johnson ...

Aussie bond fund added to Zenith model portfolio

ELIZA BAVIN  |  WEDNESDAY, 2 OCT 2019
Zenith's model portfolio offering, Zenith Elite Blends, has added a 'highly recommended' Aussie bond fund. The Legg Mason Asset Australian Bond Fund will now be available through Zenith Elite Blends. Managing partner of Zenith David Wright said the ...

Results of ASIC MDA review imminent

ELIZABETH MCARTHUR  |  WEDNESDAY, 25 SEP 2019
... advisers hoping to earn fees. IMAP said in its submission to ASIC: "One of the concerns about the development of managed account services, including those where the advice licensee is MDA provider or acts as portfolio manager in another form of managed ...

FASEA ethics pose risk to managed accounts

ELIZABETH MCARTHUR  |  MONDAY, 23 SEP 2019
... portfolios managed by investment managers or research houses." The letter explained the obligations of the issuer of a managed account, either a responsible entity or MDA Provider, in ensuring the portfolios are managed properly and the creation of portfolio ...

Expert hopeful ASIC understands MDA benefits

HARRISON WORLEY  |  THURSDAY, 12 SEP 2019
... shaping that future emerged as a point of discussion during a panel session at Financial Standard's recent Managed Account Forum. Asking Philo Capital Advisers chief executive Brett Sanders about the future of MDAs, panel moderator and BT Open head ...

Suitability of managed accounts grows

HARRISON WORLEY  |  TUESDAY, 10 SEP 2019
... "more and more suitable for a broader range of clients." Drawing on the findings of Financial Standard 's 2019 Managed Account Survey of financial advisers, Mantella noted more than 44% of practices using managed accounts are doing so for close to half ...

Zurich launches new SMA

KRISTI CHENG  |  MONDAY, 9 SEP 2019
Zurich Investments has launched a new separately managed account focused on global growth opportunities, which will be available on the HUB24 platform. The Zurich Investments Global Growth Opportunities SMA offers financial advisers the opportunity ...

Beware adviser conflicts of interest: Lonsec

ELIZABETH MCARTHUR  |  WEDNESDAY, 28 AUG 2019
... ask yourself if you have a clear justification for placing the majority of your clients' funds in your own managed account products," Nejasmic said. "If you're unsure of the answer, then you're likely not offering the best value for your ...

Netwealth FUA, adviser numbers rise

KARREN VERGARA  |  MONDAY, 19 AUG 2019
A number of financial advisers who flocked to wealth management institutions for Netwealth as a result of the banking Royal Commission have helped boost the platform's funds under administration by 30% to $23.3 billion. Financial results for the ...

New super fund tests waters

KARREN VERGARA  |  THURSDAY, 15 AUG 2019
A new superannuation fund hoping to bridge the retirement savings gap will launch with the hope of disrupting the system that has disadvantaged women. Super Life is founded by chief executive Pascale Helyar-Moray, who formerly led Human Super. According ...