Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 551 - 560 of 1273 results for "managed account"

Managed accounts grow, but education remains low

HARRISON WORLEY  |  WEDNESDAY, 3 APR 2019
Latest research shows managed accounts usage continues to grow in Australia, despite educational deficiencies. Global asset manager State Street Global Advisors released research in conjunction with Investment Trends that reveals almost double the amount ...

Morgan Stanley extends platform partnership

KANIKA SOOD  |  THURSDAY, 28 MAR 2019
... utilised our non-custodial VMA service for over a decade and then expanding last year to include our separately managed account (SMA) custodial platform." "From April, Morgan Stanley will also add a range of single investment assets to their menu, enabling ...

Managed accounts provider hires executive

KARREN VERGARA  |  TUESDAY, 26 MAR 2019
A former general manager of MLC's platform business is joining an ASX-listed managed accounts provider. Bruce Hawkins joins Managed Accounts Holdings (managedaccounts.com.au or MGP) as chief financial officer. Melbourne-based Hawkins was most recently ...

Rainmaker Group acquires Money magazine

ELIZABETH MCARTHUR  |  THURSDAY, 21 MAR 2019
Rainmaker Group has acquired Money magazine from Bauer Media. Rainmaker Group confirmed today its transaction with Bauer to acquire the iconic Australian title is complete. Money will become Rainmaker's key consumer title under its media division ...

Channel Capital head of retail departs

KANIKA SOOD  |  THURSDAY, 14 MAR 2019
The head of retail distribution at the $12 billion multi-boutique has jumped ship to another fund manager and the role has been dissolved. Leeshen Chanique worked at Channel Capital for four years, most recently leading the retail/wholesale distribution ...

Investors stick with managed accounts despite volatility

HARRISON WORLEY  |  THURSDAY, 14 MAR 2019
... speaks volumes for the "value added" service provided by financial advisers to their clients." Total funds within managed account structures now stands at $62.12 billion, with managed discretionary accounts taking up the bulk of FUM at $26.52 billion ...

Smaller platforms continue to excel

HARRISON WORLEY  |  WEDNESDAY, 13 MAR 2019
Smaller platform players continue to make gains against their institutional competitors, according to Investment Trends' latest report. Netwealth and HUB24 were top of the platform pile in 2018 according to the firm's annual benchmarking and ...

Platform rebrands for next phase

JAMIE WILLIAMSON  |  TUESDAY, 12 MAR 2019
A $13 billion platform provider and investment administrator is rebranding as it gears up for the launch of both a superannuation and non-superannuation Wrap solution. Managed Accounts Holdings - also known as managedaccounts.com.au - is rebranding ...

Paradice Investments sales lead takes new role

KANIKA SOOD  |  MONDAY, 11 MAR 2019
A multi-boutique has hired Paradice Investment Management's national sales manager as it ramps up ambitions. Copia Investment Partners appointed Jude Fernandez as a distribution manager. Prior to Paradice, he worked at Schroders for nine years as ...

Class makes managed accounts play

JAMIE WILLIAMSON  |  TUESDAY, 5 MAR 2019
... platforms, asset consultants and investment managers." Philo was established in 2012 and has contributed to the managed account offerings of Centric Wealth, Shadforth Financial Group and IOOF.