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Showing 41 - 50 of 270 results for "Separately Managed Accounts"

Fiducian names general manager, superannuation

JAMIE WILLIAMSON  |  TUESDAY, 19 NOV 2024
... business has been steadily growing in recent years. This year, it converted all its diversified funds to separately managed accounts to give investors greater flexibility and control. It also allowed the group to reduce its administration fees, which ...

Advisers count on specialist advisers: Survey

KARREN VERGARA  |  WEDNESDAY, 6 NOV 2024
... estate planning to navigating divorce and aged care," Arnol said. Many advisers (88%) are turning to separately managed accounts (SMAs) to service clients. Conversely, the recent Financial Standard Managed Accounts Forum heard what prevents advisers ...

Praemium FUA up 33% to $60bn

ELIZA BAVIN  |  TUESDAY, 22 OCT 2024
... the quarter, Praemium welcomes five new client organisations to out Scope services." The Praemium separately managed accounts (SMA) scheme achieved quarterly net inflows of $165 million. The strong level of gross inflows was assisted by a return to conventional ...

Expand bolsters SMA offerings amid $10bn milestone

MATTHEW WAI  |  WEDNESDAY, 16 OCT 2024
Expand, Insignia Financial's wrap platform, has added 11 new separately managed accounts (SMA) from Betashares and Drummond Capital Partners to its investment menu. The announcement coincides with the platform hitting $10 billion in funds under management ...

Acclaim Wealth enters managed account space

ANDREW MCKEAN  |  TUESDAY, 15 OCT 2024
... practices can use has been limited, noting that many practices face restrictions when setting up their own separately managed accounts (SMAs), often due to minimum requirements. For instance, a practice with $200 million in FUM may find that they can ...

Managed account FUM passes $200bn

MATTHEW WAI  |  WEDNESDAY, 9 OCT 2024
... contributed to the "steady investment performance" in the second half of 2024. Across the sector, separately managed accounts (SMA) continue to command the bulk of FUM at $129 billion, while managed discretionary accounts (MDA) and other services hold ...

ETFs preferred vehicles for Aussie, US advisers: Surveys

KARREN VERGARA  |  MONDAY, 30 SEP 2024
... reveals ETFs have become the preferred vehicle for US investment advisers. ISS MI found that ETFs trump separately managed accounts (SMA) for 60% of advisers. The preference for ETFs comes at the expense of managed funds as only 15% of advisers stick ...

New mandate boosts JANA's wealth division

MATTHEW WAI  |  WEDNESDAY, 14 AUG 2024
... to managed accounts, including model management. The announcement follows the recent mandate from separately managed accounts (SMA) aggregator Wealthtrac. The industry is observing an increased demand for tailored SMA offerings for private wealth and ...

New mandates boost Clime FUM

KARREN VERGARA  |  MONDAY, 29 JUL 2024
... million. Clime retains Clime Private Wealth and Pro-Active Portfolios, which was Madison's former separately managed accounts (SMA) offer with $190 million of FUM. SMA had $316 million in assets, growing 9% or $26 million, while individually managed ...

JANA wins investment consulting mandate

ANDREW MCKEAN  |  WEDNESDAY, 24 JUL 2024
... JANA Investment Advisers has been awarded a mandate to provide investment consulting services for separately managed accounts (SMA) aggregator Wealthtrac. The mandate, effective from August 15, will initially cover 10 of Wealthtrac's existing SMAs, which ...