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Showing 611 - 620 of 952 results for "Managed Accounts"

Non-aligned advisers gifted growth opportunity

JAMIE WILLIAMSON  |  THURSDAY, 15 DEC 2016
... said. Instead Henderson focused on creating efficiencies within his business; outsourcing paraplanning and using managed accounts to allow for more client-facing time. "Back in 2012 when I was commercialising the business and wanting to be a "big CEO" ...

Managed accounts and goals based advice prompts name change

JAMIE WILLIAMSON  |  THURSDAY, 15 DEC 2016
The rise of managed accounts and goals based advice will see the Association of Real Return Investment Advisers (ARRIA) begin 2017 with a rebrand. Now known as the Association of Goals Based Advice (AGBA), the name change is representative of advisers ...

IMAP expands advisory board

JAMIE WILLIAMSON  |  SUNDAY, 11 DEC 2016
... a more full-time role following his departure from IOOF where he was national manager, platform strategy and managed accounts. Comprising of representatives from a broad range of MDA providers, platform operators, investment managers, advisory organisations ...

Netwealth partners for new private label

JAMIE WILLIAMSON  |  MONDAY, 5 DEC 2016
Netwealth has teamed up with a boutique wealth management firm for a private label managed accounts offering. Stanford Brown is the latest group to partner with the managed accounts provider, in what Netwealth joint managing director Matt Heine described ...

OneVue partners with MA provider

JAMIE WILLIAMSON  |  TUESDAY, 29 NOV 2016
OneVue has been appointed to provide superannuation administration support to one of Australia's growing managed accounts providers. Joining forces with Praemium, the appointment will deliver a further 2700 individual members and $425 million in assets ...

Netwealth partners for new private label

JAMIE WILLIAMSON  |  THURSDAY, 10 NOV 2016
... developing," Kilborn said. "We have also been actively speaking with our clients about the significant benefits of managed accounts and the feedback has been extremely positive particularly around our ability to effectively react to changing market conditions ...

How advisers are managing US election concerns

MICHELLE BALTAZAR  |  THURSDAY, 10 NOV 2016
... update. "We've spoken to the chief investment officer (CIO) of Implemented Portfolios (which looks after Treysta's managed accounts) to gather his initial thoughts on the issue and we will relay that to our clients through the video update tomorrow," ...

Managed accounts boost income by 77%: case study

JAMIE WILLIAMSON  |  FRIDAY, 4 NOV 2016
A recent case study from Mason Stevens shows a way financial advisers can use managed accounts to improve a client's retirement income. The case study uses the example of a pre-retiree couple with a combined superannuation balance of $1 million invested ...

Macquarie Wrap continues growth trend

JAMIE WILLIAMSON  |  WEDNESDAY, 2 NOV 2016
Macquarie has added 54 managed funds and 20 separately managed accounts to its wrap platform in the last 12 months. The additions reaffirm Macquarie's commitment to delivering a broad range of flexible investment options with the Macquarie Wrap now ...

Client needs to drive transitioning businesses

JAMIE WILLIAMSON  |  TUESDAY, 4 OCT 2016
... achieving business sustainability in light of recent MDA class order revisions, according to Mason Stevens. The managed accounts provider welcomed the reforms made by ASIC last month, with managing director Thomas Bignill saying the update offers some ...