Search Results | Showing 41 - 50 of 428 results for "Separately managed account" |
| | | The number of active separately managed accounts products in market has doubled in the past three years. That's according to APIR Systems' analysis of financial product registrations, with the December 2024 quarter data showing 25 new managed account ... |
| | | | ... Portfolios and the new IconiQ Super Wrap and Investment platform. The iQ Portfolios are listed within separately managed account schemes across prominent platforms such as Macquarie, Hub24, Expand, BT Panorama, and the IconiQ platform and are central ... |
| | | | A former NAB Asset Servicing executive is taking over as general manager, superannuation at Fiducian. Jonathan Green commenced in the role yesterday, replacing Ross Martin who is due to retire. Green brings more than 35 years' experience in financial ... |
| | | | A new survey shows financial advisers are increasingly relying on other advisers who are specialists in the areas of tax, aged care, and estate planning. Viridian Advisory's latest Adviser Sentiment Poll found that 72% of advisers frequently have ... |
| | | | Praemium has reported its funds and flows for the September quarter, with funds under administration growing 33% to $59.4 billion. In addition, quarterly net inflows came in at $139 million - this was a major improvement from the $414 million in outflows ... |
| | | | 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 has partnered with Managed Portfolios to enter the managed accounts space through a managed discretionary account (MDA) service. Acclaim Wealth chief executive Terry Constable, who succeeded Alan Hegerty in October 2023, told Financial ... |
| | | | The amount of money held in managed accounts surpassed $205 billion in the first half of the year. According to the FUM Census of Managed Accounts, compiled by the Institute of Managed Account Professionals (IMAP) and Milliman, in the six months to ... |
| | | | The low-cost features of exchange-traded funds (ETFs) continue to attract the glut of financial advisers both here and overseas as only a minority now shun the investment vehicles, new surveys find. The portion of advisers canvassed in VanEck's ... |
| | | | ... dealer groups and independent financial advisers in establishing diversified managed portfolio and separately managed account solutions, FUM increased 21% to $10.6 billion. GDG said Lonsec will focus on building out new products for Lonsec Investment ... |
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