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Showing 41 - 50 of 100+ results for "Managed accounts"

Conflicts of interest risk in funds management still high: ASIC

ANNABELLE DICKSON  |  FRIDAY, 24 SEP 2021
... relationship with fund managers pose a potential risk for conflicts of interest, particularly in relation to costs and managed accounts, new research shows. New research conducted by Deloitte Access Economics on behalf of ASIC found that while the managed ...

Morningstar hires new research business head

ELIZABETH MCARTHUR  |  WEDNESDAY, 22 SEP 2021
... Advisory - its investment advisory offering through which it advises on approved product lists, model portfolios and managed accounts. He will work with another recent hire, director of financial planning products Ivon Gower. "Rick brings over 20 years' ...

GSFM bolsters team

ANNABELLE DICKSON  |  THURSDAY, 16 SEP 2021
... construction across all asset classes, management styles and investment structures, including managed funds, ETFs and managed accounts." The appointment comes as GSFM's assets under advice in Australia and New Zealand hit the $16.4 billion mark. GSFM ...

Managed accounts surpass $100bn

ANNABELLE DICKSON  |  WEDNESDAY, 15 SEP 2021
The take up of managed accounts continues to grow with the industry growing $15.8 billion in the last six months to $111 billion, new research shows. The Institute of Managed Account Professionals (IMAP) and Milliman's latest Managed Accounts FUM Census ...

InvestSMART launches installment investment product

KANIKA SOOD  |  MONDAY, 13 SEP 2021
... firm to tap into lower-balance clients who are excluded from InvestSMART's other offering of professionally managed accounts which require a $10,000 minimum. As it scales up, the firm also plans to marry the repayment stream from the fundlater product ...

Fidelity moves into SMAs

ANNABELLE DICKSON  |  WEDNESDAY, 1 SEP 2021
Fidelity International has entered the managed accounts space with the launch of its first separately managed account (SMA) with an actively managed Australian equity model. The SMA is managed by Fidelity Australian Opportunities Fund portfolio manager ...

IMAP names award winners

ANNABELLE DICKSON  |  FRIDAY, 27 AUG 2021
... awards. Proton by Nucleus Wealth took out the award for Innovation which acknowledges the operation and process of managed accounts, adoption by advisers and licensees, investment options and technology used to support managed accounts. First Sentier ...

Netwealth boosts profit

ANNABELLE DICKSON  |  WEDNESDAY, 18 AUG 2021
... $54.1 million. Funds under administration rose 49.6% to $47.1 billion with $9.8 billion in inflows for the year. Managed accounts funds under management jumped nearly 70% to $9.8 billion while managed funds grew 29% to $1.9 billion. Platform revenue ...

Fiducian's FUA inches to $4bn

KARREN VERGARA  |  MONDAY, 16 AUG 2021
... recorded $2.9 billion in funds under administration, which comprises investments, superannuation and separately managed accounts administration. Offerings include 15 multi-manager funds, 57 external managed funds and term deposits. All in all, funds ...

Netwealth hires head of investment solutions

JAMIE WILLIAMSON  |  WEDNESDAY, 11 AUG 2021
As part of a broader strategy to grow its asset management and managed accounts offerings, Netwealth has hired the former head of private wealth at Nikko Asset Management. A spokesperson for Netwealth confirmed Naomi Finnigan has been appointed to the ...