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| | | Another financial advice group is embracing managed accounts, partnering with provider managedaccounts.com.au to create a bespoke solution. The MDA provider has partnered with The Wealth Partnership in what managedaccounts.com.au head of distribution ... |
| | | | ... 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 ... |
| | | | ... "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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | ... 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% ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
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