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Showing 511 - 520 of 952 results for "Managed Accounts"

SMSF expert joins boutique investment house

JAMIE WILLIAMSON  |  TUESDAY, 17 APR 2018
... the Clean Energy Finance Corporation and Argo Global Listed Infrastructure. In October 2017, PPM expanded its managed accounts offering to include separately managed accounts, introducing the PPM Global Growth SMA in response to growing demand from clients ...

Copia boutique appoints new portfolio manager

ALEX BURKE  |  TUESDAY, 10 APR 2018
... management professional. "Will has the experience to help Ralton continue to build its reputation as a specialist managed accounts provider, while bringing complementary investment management skills to the team." Riggall's appointment occurs after Copia ...

CFSGAM model portfolios added to FirstWrap

JAMIE WILLIAMSON  |  MONDAY, 9 APR 2018
Three separately managed accounts from Colonial First State Global Asset Management are now available exclusively on the FirstWrap platform. Users of FirstWrap can now access the CFSGAM Top 20 Index Portfolio, designed to achieve performance similar ...

Less than half of all super funds are gaining new members

ALEX DUNNIN  |  THURSDAY, 29 MAR 2018
... ClearView Retirement Plan. Five of these funds operate under the Diversa Trustees RSE with two of these being run by managed accounts promoters. Funds that experienced the biggest falls in membership were AMP Superannuation Savings Trust and AMP Super ...

Managed accounts climb to $57bn

ALEX DUNNIN  |  TUESDAY, 27 MAR 2018
The managed accounts sector climbed 46% last year to reach $57 billion by December 2017, according to the latest Institute of Managed Account Professionals market census. The results show that managed accounts are growing three times faster than other ...

MGP partners with advice firm

JAMIE WILLIAMSON  |  TUESDAY, 27 MAR 2018
Managed Accounts Holdings is adding $160 million in funds to its new MDA Service offering through a new partnership. Independent financial advice firm Bennett & Co has implemented the platform's MDA Service after a competitive review process to support ...

Crunch time for limited MDA advisers

KARREN VERGARA  |  WEDNESDAY, 14 MAR 2018
... months to transition clients and beat the limited managed discretionary account (MDA) deadline. According to Managed Accounts Holdings (MGP) head of distribution Tony Nejasmic, the no-action position on limited MDAs has been in place since 2004 - but ...

AMP introduces SMA range

JAMIE WILLIAMSON  |  MONDAY, 12 MAR 2018
AMP is further embracing managed accounts, making a suite of separately managed portfolios available to users of its platforms. Known as MyNorth Managed Portfolios, 12 SMAs have been added to AMP's superannuation, pension and investment platforms and ...

Reinvigorated OneVue inches up platform rankings

JAMIE WILLIAMSON  |  MONDAY, 5 MAR 2018
... eWrap closed out the top five. The study highlighted investment platforms are progressing well in two key areas: managed accounts and the generation of Records of Advice on-platform. Investment Trends senior analyst King Loong Choi said managed accounts ...

SSGA appoints head of Asia-Pacific

ALEX BURKE  |  FRIDAY, 2 MAR 2018
... nine people and total assets under management of over $880 million across wholesale unit trusts and intermediary managed accounts. "Our Australian business today has a strong retail active investment profile and this is a credit to Amy's determination ...