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Showing 521 - 530 of 952 results for "Managed Accounts"

Netwealth doubles managed account FUM

JAMIE WILLIAMSON  |  WEDNESDAY, 28 FEB 2018
Netwealth saw significant growth in its managed accounts offering during the first half of the 2018 financial year. Reporting a 107% rise on the prior corresponding period, Netwealth's suite of managed accounts now hold $1.4 billion in funds under management. ...

IMA provider signs white label deal

JAMIE WILLIAMSON  |  TUESDAY, 27 FEB 2018
A leading provider of individually managed accounts is creating a bespoke solution for a Perth financial planning business. Lawrence Wealth has inked a deal with Implemented Portfolios to white label its individually managed account offering - the second ...

HUB24 reports record first half

JAMIE WILLIAMSON  |  MONDAY, 26 FEB 2018
... HUB24 highlighted the movement of advisers away from institutionally-aligned dealer groups, increased adoption of managed accounts and the ongoing convergence of stockbroking and financial advice as major growth opportunities. "Our investment in people ...

MGP partners with fintech for adviser solution

ALEX BURKE  |  TUESDAY, 13 FEB 2018
Managed Accounts Holdings (MGP) has partnered with an Australian fintech to offer money management solutions to advice practices using its platform. The partnership with Moneysoft will provide advisers working with MGP's platform preferential pricing ...

Praemium enhances digital offering

JAMIE WILLIAMSON  |  TUESDAY, 6 FEB 2018
... enhancements follow on from Praemium's recent addition of international model portfolios to its suite of separately managed accounts. Users of Praemium can now access models from the likes of Arnhem Investment Management, Joseph Palmer & Sons and Watershed ...

MGP flags global search for COO and head of product

ALEX BURKE  |  FRIDAY, 2 FEB 2018
In an investor update Managed Accounts Holdings (MGP) noted it is looking to fill the budgeted positions of chief operating officer and head of product, with the latter expected to finalise in February. MGP explained the COO role will be based in Melbourne ...

Praemium SMAs go global

JAMIE WILLIAMSON  |  MONDAY, 29 JAN 2018
Praemium has added international model portfolios to its suite of separately managed accounts on the back of growing demand from financial advisers and their clients for global diversification. International models from managers including Arnhem Investment ...

Clime IM appoints private wealth head from Suncorp

ALEX BURKE  |  TUESDAY, 23 JAN 2018
... under management to $812 million in the December quarter. The majority of this FUM is in Clime's individually managed accounts ($396 million), followed by managed funds and mandates ($132 million) and listed investment company Clime Capital ($284 million). ...

Advice clients most satisfied with goals-based approach

JAMIE WILLIAMSON  |  TUESDAY, 23 JAN 2018
... Investment Trends said the current investment environment has prompted many to consider cheaper products such as managed accounts, with 44% citing low product cost as a priority. "To be considered, investment products typically not seen as low cost must ...

Macquarie Wrap SMAs accrue landmark FUM

JAMIE WILLIAMSON  |  MONDAY, 15 JAN 2018
In just three years Macquarie Wrap's separately managed accounts have amassed more than $1 billion in funds under administration. Reflecting strong interest from advisers and clients seeking flexibility and efficiency, Macquarie Wealth Management head ...