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Showing 541 - 550 of 953 results for "managed accounts"

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 ...

Managed accounts here for the long haul

DARREN SNYDER  |  THURSDAY, 16 NOV 2017
Managed accounts are on a trajectory which will see the products become the dominant structure in investment platforms, according to a senior industry figure. HUB24 director of strategic development Jason Entwistle said the fact that managed accounts ...

SSGA sales head lands top job, successor named

DARREN SNYDER  |  TUESDAY, 14 NOV 2017
... nine people and total assets under management of over $880 million across wholesale unit trusts and intermediary managed accounts. The business has almost doubled its AUM since April this year. According to Rainmaker data, SSGA's active retail distribution ...

J.P. Morgan wins SMA custody mandate

JAMIE WILLIAMSON  |  MONDAY, 13 NOV 2017
... J.P. Morgan will provide custody and equities execution services to support the new international separately managed accounts business of a $7 billion platform. Following a competitive tender process, Praemium has appointed the bank and will now offer ...

The PI risks of goals-based advice

JAMIE WILLIAMSON  |  THURSDAY, 9 NOV 2017
... differing, perhaps unforeseen impacts on PI cover. An adviser using managed discretionary accounts, individually managed accounts, separately managed accounts or their own managed investment schemes can potentially open up a can of worms as the distinction ...

Peer-learning popular among self-licensed advisers

JAMIE WILLIAMSON  |  WEDNESDAY, 8 NOV 2017
Self-licensed financial advisers are in favour of peer-based learning when it comes to knowing more about managed accounts. The latest survey of self-licensed businesses in the IOOF Alliances network showed advisers prefer engaged and interactive community ...

Managed accounts sector knuckles down on data standards

JAMIE WILLIAMSON  |  WEDNESDAY, 8 NOV 2017
... various industry participants such as platforms and other managed account providers. "With the rapid growth of managed accounts in the financial services industry, model data is being electronically distributed between all participants. However, no standard ...

Mason Stevens expands fixed income, appoints SMA manager

MICHELLE BALTAZAR  |  TUESDAY, 7 NOV 2017
Managed accounts provider Mason Stevens has appointed a fixed income specialist and an SMA manager as part of its growth plans. Roman Gerber joined two months ago as the Separately Managed Account Manager, overseeing all SMA portfolios and working as ...

Managed accounts platform doubles FUA

KARREN VERGARA  |  TUESDAY, 31 OCT 2017
Managed accounts provider WealthO2 doubled its funds under administration to $200 million in three months. Managing director Shannon Bernasconi said growth was based on referrals only, with specific demand from advisers seeking a better way to manage ...

CFS annuities hits $1bn milestone

KARREN VERGARA  |  TUESDAY, 31 OCT 2017
... annuities was an important first step to evolving our platforms for the future and the delivery of FirstChoice Managed Accounts next month shows our continued commitment to advisers by reducing the risk, complexity and cost of delivering portfolio construction ...