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Showing 521 - 530 of 1273 results for "managed account"

Sam Henderson cops ASIC ban

KANIKA SOOD, JAMIE WILLIAMSON  |  WEDNESDAY, 24 JUL 2019
The corporate regulator has banned high-profile financial adviser Sam Henderson, whose inappropriate financial advice was laid bare the in Royal Commission public hearings last year. The Sydney-based adviser was banned from providing financial services ...

Ariel Investments promotes president

KARREN VERGARA  |  MONDAY, 22 JUL 2019
Ariel Investments has promoted its long-serving president to co-chief executive as part of its succession plan. Mellody Hobson is now president and co-chief executive of the Chicago-based fund manager. Since taking on the new title in July, Hobson is ...

Russell launches next gen managed accounts

ELIZABETH MCARTHUR  |  THURSDAY, 18 JUL 2019
... shows Australian advisers continue to be faced with a limited choice between two key structures; a highly active managed account at a premium price point or a passive managed account at a low price point," Hampshire said. "This next-generation multi-asset ...

BT Panorama boosts functionality

ELIZABETH MCARTHUR  |  WEDNESDAY, 17 JUL 2019
... managed accounts (SMAs) within other SMA models and broadening the managed fund fee rebate capability across all managed account offers.

HUB24 launches white label SMA

KARREN VERGARA  |  TUESDAY, 16 JUL 2019
HUB24 has partnered with a fund manager with more than $2 billion in assets under a managed account structure to launch a new SMA solution. Elston Asset Management, a subsidiary of financial services firm Elston, has launched a private label SMA on ...

CountPlus transfers SMA management

KANIKA SOOD  |  MONDAY, 1 JUL 2019
... investment management of its SMA platform solution as it aims to rid itself of product conflicts. The Privilege Managed Account is a separately managed accounts platform made up of seven model portfolios. These were offered to clients through HUB24 and ...

Excellence in managed accounts recognised

HARRISON WORLEY  |  WEDNESDAY, 26 JUN 2019
The Institute of Managed Account Professionals (IMAP) celebrated excellence in managed accounts at the IMAP Managed Account Awards in Sydney last night. Seven organisations were highlighted for their commitment to the sector, across various categories ...

IOOF hires national manager

KANIKA SOOD  |  MONDAY, 17 JUN 2019
IOOF has hired a NAB investment specialist as national manager for platform solutions, including managed accounts. It has confirmed the appointment of Andrew Rockliff as national manager of platform solutions in April. Rockliff is charged with maximising ...

MAX awards recognise industry excellence

HARRISON WORLEY  |  FRIDAY, 14 JUN 2019
More than 280 guests attended the 2019 Financial Standard Marketing, Advertising and Sales Excellence (MAX) Awards in Sydney last night, to recognise individuals and organisations in the wealth management industry. In its 24th year, the MAX Awards demonstrated ...

Platform distribution lead departs

JAMIE WILLIAMSON  |  WEDNESDAY, 5 JUN 2019
... Financial Standard understands he has accepted a new role at Lonsec. Nejasmic first joined Xplore Wealth - then Managed Account Holdings - in May 2017 from Calastone where he was director of business development, Australia and New Zealand. He has also ...