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Showing 571 - 580 of 1273 results for "managed account"

Managed accounts not immune to Royal Commission

KARREN VERGARA  |  TUESDAY, 22 JAN 2019
... management, flexibility, control and better taxation outcomes." However, it's important not to forget that managed account services benefit advisers financially as well. "This means that advisers who offer managed account services must carefully ...

BT launches new managed accounts offerings

HARRISON WORLEY  |  MONDAY, 21 JAN 2019
... product Rodney Greenhalgh said Panorama's latest managed accounts options would be structured as a separately managed account, and said CoreSeries would offer investors transparency, trading efficiencies and a straightforward fee structure. BT said it ...

Praemium to upgrade platform

KANIKA SOOD  |  WEDNESDAY, 16 JAN 2019
... platform's scale will be efficient to offer competitive fees at all levels, the company said. "By retaining our core managed account architecture within a simple regulatory structure, we offer considerable benefit to advisers and investors alike," he ...

MGP shuffles leadership team

KARREN VERGARA  |  MONDAY, 14 JAN 2019
Managed Accounts Holdings (MGP) has made several changes to its leadership team, which includes two promotions. Pamella Wilson was promoted to group chief operating officer, following roles as a senior business analyst and acting head of IT positions. ...

CFS study finds managed accounts improve advice

KANIKA SOOD  |  FRIDAY, 21 DEC 2018
... practice management consultancy Business Health for CFS. It analysed data collected from 30 advice firms that used a managed account service. These results were benchmarked against 226 firms from across the broader industry, and overlaid with findings ...

Praemium renews Asgard contract

DARREN SNYDER  |  WEDNESDAY, 19 DEC 2018
... retains a minimum value of $3 million per year. Other contracts Praemium has secured in 2018 include new separately managed account (SMA) partnerships with Thornton Group, Advisory Partners and Providence Wealth. In July, broking and wealth management ...

Long-serving platform expert jumps ship

JAMIE WILLIAMSON  |  TUESDAY, 18 DEC 2018
A senior business development manager from managedaccounts.com.au moves to BT Financial Group. After 10 years of working as a business development manager at managedaccounts.com.au, in charge of NSW and Queensland clients, Paul La Macchia is taking ...

ASIC sharpens focus on managed accounts

KARREN VERGARA  |  TUESDAY, 18 DEC 2018
... in the sector and the expectation the solution will become mainstream in financial services, the Institute of Managed Account Professionals (IMAP) commented. While ASIC didn't elaborate on what the project entails, IMAP provided more detail. The project ...

Portfolio implementation delays costing investors

JAMIE WILLIAMSON  |  TUESDAY, 18 DEC 2018
The speedier implementation of portfolio changes enabled by managed accounts can have a significant impact on investors' wealth, latest Lonsec analysis shows. Citing responsiveness as a key benefit of managed accounts, Lonsec measured the hypothetical ...

Copia builds distribution team

KANIKA SOOD  |  THURSDAY, 13 DEC 2018
Copia Investment Partners has hired a distribution manager from SG Hiscock, and is looking to hire more on its distribution team. Mani Papakonstantinos joins Copia as the distribution manager for Victoria and Western Australia. Papakonstantinos has ...