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Showing 531 - 540 of 952 results for "Managed Accounts"

Powerwrap, OneVue vets join MGP

JAMIE WILLIAMSON  |  MONDAY, 1 JAN 2018
... ASX participants and non-ASX participants. He joins from Powerwrap where he was head of sales across separately managed accounts, wrap and execution services. In this role he was credited with growing the platform's funds under administration to more ...

2018 Financial Standard Investment Leadership Awards

JOHN DYALL  |  FRIDAY, 22 DEC 2017
... there. These product sets will increasingly be compared to managed account investment solutions such as separately managed accounts (SMA), model portfolios and more bespoke managed discretionary accounts (MDA). And while these newer channels may for ...

FS has you covered in 2017

DARREN SNYDER  |  FRIDAY, 22 DEC 2017
... year to now total $29.2 billion, while revenue from ETF products now sits at $97 million - up 41.4% each year. Managed Accounts Forum A record turnout and an entirely new format saw the 2017 Financial Standard Best Practice Forum on Managed Accounts ...

Financial Standard names Investment Leadership Award winners

KARREN VERGARA  |  FRIDAY, 15 DEC 2017
... there. These product sets will increasingly be compared to managed account investment solutions such as separately managed accounts (SMA), model portfolios and more bespoke managed discretionary accounts (MDA)," Dyall said. "And while these newer channels ...

NAB boutique appoints distribution director

ALEX BURKE  |  THURSDAY, 7 DEC 2017
... said. Earlier in the year, Antares hit a milestone of $1 billion in funds under management across its separately managed accounts model portfolios. "We've been running SMAs now since 2009, and in the last few years we've really seen a significant increase ...

Euroz partners for first managed account models

JAMIE WILLIAMSON  |  WEDNESDAY, 6 DEC 2017
... record." "Euroz has a strong and diversified business that is leveraged to an improving Western Australian economy. Managed accounts will form a key part of our advice offering, allowing our clients to access world-class professional portfolio management ...

Advice industry must think bigger: Netwealth

JAMIE WILLIAMSON  |  TUESDAY, 5 DEC 2017
... the rest of the world. Findings from netwealth's recent AdviceTech report show advisers identified robo-advice, managed accounts and scaled advice as the top three technologies that will have the biggest impact on advice practices in the next five years. ...

Praemium solution signs first client

KARREN VERGARA  |  WEDNESDAY, 29 NOV 2017
... time to focus on value-added services for clients. Praemium chief executive Michael Ohanessian said the rise of managed accounts platforms is disrupting the use of collective structures, such as managed funds and master trusts, in favour of directly ...

Linear buy sees Managed Accounts expand board

JAMIE WILLIAMSON  |  FRIDAY, 24 NOV 2017
Managed Accounts Holdings welcomed two new directors to its board in light of its recent acquisition of Linear. Linear co-founder Colin Peterson has joined the board, adding more than 30 years' experience including in financial planning and funds management ...

Managed accounts now available via FirstChoice

JAMIE WILLIAMSON  |  TUESDAY, 21 NOV 2017
Managed accounts are now live on Colonial First State's FirstChoice platform, providing a level of portfolio control typically associated with managed discretionary accounts. The latest platform enhancement to be rolled out by CFS sees more than 100 ...