Search Results | Showing 571 - 580 of 961 results for "Managed Accounts" |
| | | ... 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 ... |
| | | | ... 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 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | ... launch, listed securities, cash, managed funds and term deposits will be available via Portfolio Service, with managed accounts to be offered in due course. |
| | | | ... billion, while gross inflows increased 23% to $1.1 billion. Contributing to this was a 250% growth in the use of managed accounts. According to de Zwart, the positive results and business growth were largely attributable to the group's continued investment ... |
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