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Showing 561 - 570 of 953 results for "Managed Accounts"

Managed accounts demand dominates platform market

KARREN VERGARA  |  SUNDAY, 17 SEP 2017
The rate of growth managed accounts are experiencing - three times faster than any other segment of the platform market - will fundamentally change the role of financial advisers, latest Rainmaker research shows. Rainmaker Group director of research ...

Why managed accounts need a 'no exceptions policy'

KARREN VERGARA  |  FRIDAY, 15 SEP 2017
There are advice practices which will need to set a 'no exceptions policy' when switching to a managed accounts solution, particularly if it faces resistance from staff, says the head of a financial planning and accounting firm. Praescius Financial ...

ASIC toughens MDA suitability rules

KARREN VERGARA  |  THURSDAY, 14 SEP 2017
... cracking down on new suitability review requirements, a legal expert warns. Presenting at today's Financial Standard Managed Accounts Best Practice Forum, The Fold Legal managing director Claire Wivell Plater said the requirements are an interesting ...

Netwealth and Zenith enter partnership

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2017
... available more broadly to our advisers and clients having worked closely with Zenith on delivering private label managed accounts to a number of boutique wealth management groups wanting to develop and implement a unique investment proposition for their ...

Managed accounts add brilliant value for dealer group

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2017
Managed accounts are enabling an independent advice group to be more disciplined in its investment approach, and adding more value to the client relationship, according to its co-founder. GPS Wealth principal adviser and co-founder, Rob McGregor, who ...

Managed Accounts Forum draws record crowd

JAMIE WILLIAMSON  |  FRIDAY, 8 SEP 2017
A record attendance is expected at the upcoming Best Practice Forum in Managed Accounts, hosted by Financial Standard. More than 300 people have registered for the event which has drawn strong interest from financial advisers, many of whom are preparing ...

Implemented Portfolios hires for national expansion

JAMIE WILLIAMSON  |  MONDAY, 4 SEP 2017
... analyst for J.P. Morgan. Implemented Portfolios chairman Greg Kirk welcomed Wong, saying he brings "invaluable managed accounts experience and a strong investment and service ethic." Implemented Portfolios also announced the appointment of Natasha Daniels ...

Netwealth expands managed accounts offering

JAMIE WILLIAMSON  |  THURSDAY, 31 AUG 2017
... on its now $15 billion in funds under management and administration. In the short period from 1 July 2017 the managed accounts and platform provider has added $219.5 million to its managed account service - an increase of 24.5%. Overall, Netwealth has ...

MGP looking toward a better 2018

JAMIE WILLIAMSON  |  WEDNESDAY, 30 AUG 2017
Managed Accounts Holdings (ASX:MGP) flagged an increase in the intensity of its growth strategy following its full year results release. The managed discretionary account (MDA) providers posted a normalised net profit before tax of about $1.47 million ...

Iceberg MDAs driving managed account FUM

JAMIE WILLIAMSON  |  TUESDAY, 29 AUG 2017
... The amount of money pouring into managed discretionary accounts has seen the total funds under management in managed accounts rise 22.5% in just six months. According to the FUM Census from the Institute of Managed Account Professionals, as at 30 June ...