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Showing 581 - 590 of 952 results for "Managed Accounts"

Last chance: Financial Standard ETF Forum

DARREN SNYDER  |  MONDAY, 17 JUL 2017
... of 30 complimentary tickets to either of Financial Standard's Best Practice Forums on Exchange Traded Funds or Managed Accounts (September 14, Sydney). Research shows that the ETF market has grown 43% per annum in the past three years with aggregate ...

IRESS and MainstreamBPO in super admin deal

KARREN VERGARA  |  THURSDAY, 13 JUL 2017
... "MainstreamBPO has been a client of IRESS for many years, using our technology solutions to administer individually managed accounts, wholesale mandates and superannuation administration. This capability positions MainstreamBPO well to meet the current ...

Private Portfolio Managers launch SMAs

JAMIE WILLIAMSON  |  WEDNESDAY, 12 JUL 2017
... account strategies on Powerwrap. Previously the boutique investment manager has exclusively offered individually managed accounts, but has broadened its managed accounts offering to meet growing adviser demand. PPM said advisers are looking for "access ...

Platform provider grows SMA menu

JAMIE WILLIAMSON  |  WEDNESDAY, 5 JUL 2017
A platform provider has added two new managers to its separately managed accounts menu, offering advisers and their clients access to a greater range of retail managed accounts. The Netwealth menu now includes SMA portfolios from Elston Asset Management ...

Aussie large cap funds underperforming: Research

KARREN VERGARA  |  TUESDAY, 4 JUL 2017
... than not produce positive excess returns. The report also found large cap Aussie shares offered via separately managed accounts, namely on the Netwealth, Powerwrap, BT Panorama, Praemium and OneVue platforms have many advantages. SMAs are attractive ...

Netwealth celebrates managed accounts surge

JAMIE WILLIAMSON  |  WEDNESDAY, 28 JUN 2017
A 350% increase in flows to its managed accounts offering has driven a record boost to Netwealth's overall funds under management and administration. The significant surge in its managed account service has contributed to an increase of annual flows ...

Greater adoption of tech in new world of advice

JAMIE WILLIAMSON  |  THURSDAY, 15 JUN 2017
... information, transcription software, and robo-investment technologies. However, there is a clear suggestion that managed accounts will continue their rise, with 35% of advisers already using them, 22% intending to in next 18 months, and a further 27% ...

Financial Standard to expand into Marketing and Communications educational content

ALEX BURKE  |  FRIDAY, 9 JUN 2017
... The Journal of Superannuation Management ; FS Private Wealth - The Journal of Family Office Investment and FS Managed Accounts - The Journal for Managed Accounts Professionals. Topics that will be explored include consumer engagement, financial literacy ...

MDA operator appoints distribution head

JAMIE WILLIAMSON  |  THURSDAY, 8 JUN 2017
... institutional markets, to ensure existing clients take advantage of the expanding administration capability of managed accounts and all marketing." Executive chairman of managedaccounts.com.au Don Sharp said the appointment comes as part of the group's ...

ANZ Wealth adds SMAs to platform

DARREN SNYDER  |  WEDNESDAY, 31 MAY 2017
ANZ Wealth is introducing Separately Managed Accounts as part of its Grow Wrap investment platform with the aim to provide greater flexibility for investors. Under the move, ANZ Wealth will introduce 13 new Separately Managed Accounts (SMAs) to professionally ...