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Showing 581 - 590 of 1273 results for "managed account"

Responsible investing rises on advice agenda

DARREN SNYDER  |  THURSDAY, 13 DEC 2018
The proportion of financial advisers who advise on responsible investing has almost doubled in the past two years, the latest industry survey reveals. The Investment Trends 2018 Adviser Product and Marketing Needs Report, which surveyed 766 Australian ...

ASIC funding numbers released

HARRISON WORLEY  |  THURSDAY, 6 DEC 2018
Investment managers and financial advisers were among the leading sectors responsible for funding ASIC last financial year. Publishing its regulatory costs for FY17-18, ASIC issued a bill worth more than $28 million on the financial advice sector as ...

Fund manager launches HNW advice

KARREN VERGARA  |  THURSDAY, 22 NOV 2018
An ASX-listed fund manager has officially launched into the high-net-worth advice market. Clime Investment Management is now offering tailored financial advice for HNW and sophisticated investor clients within its subsidiary Clime Private Wealth. It ...

Morningstar IM appoints regional chief investment officer

KANIKA SOOD  |  TUESDAY, 13 NOV 2018
A former Qantas Super portfolio manager is taking on the role of Morningstar Investment Management's chief investment officer for Asia Pacific. Matt Watcher will start in the role in late January 2019, based out of Sydney. He takes over from current ...

Hedge funds fall out of favour with instos: Report

KARREN VERGARA  |  FRIDAY, 9 NOV 2018
New EY research shows investors are turning away from hedge funds and looking to private equity assets to uphold their alternatives portfolio. While hedge funds currently have the lion's share (40%) of institutional investors' alternatives portfolios ...

Managed accounts provider enters crowdfunding

DARREN SNYDER  |  WEDNESDAY, 7 NOV 2018
ASIC has granted a variation to the AFSL of a managed accounts provider, allowing it to provide an equity crowdfunding service. BIR Financial told shareholders that its securities trading and corporate advisory business, Pulse Markets, was recently ...

Managed accounts provider replaces Praemium

KANIKA SOOD  |  FRIDAY, 2 NOV 2018
A managed accounts provider is replacing its Praemium-powered separately managed accounts (SMA) with a new solution, lowering fees. InvestSMART is transitioning about $100 million of client money from its Praemium SMAs to a new professionally managed ...

Diversa executive joins managed accounts specialist

DARREN SNYDER  |  THURSDAY, 1 NOV 2018
The head of sales and relationship management at Diversa Trustees has moved to a managed accounts provider with the task of expanding its superannuation solution, following an acquisition. Joining Managed Accounts Holdings (MGP) as its head of trustee ...

AMP hires from MLC

KANIKA SOOD  |  THURSDAY, 1 NOV 2018
AMP has shuffled its distribution lineup, hiring from a new head of platform development from MLC. AMP head of platform products John Keating has moved into the role of head of wealth distribution, Southern region. The post he leaves vacant is going ...

Advice firm ramps up managed accounts play

JAMIE WILLIAMSON  |  WEDNESDAY, 24 OCT 2018
A Sydney-based financial advice firm has added a dedicated business development role to meet growing demand for its managed accounts solution. Stanford Brown has appointed Phil Anderson to spearhead the marketing of its Lunar Managed Accounts, working ...