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Showing 611 - 620 of 1273 results for "managed account"

Managed accounts forum to address vertical integration, best practice

STAFF WRITER  |  FRIDAY, 24 AUG 2018
Leading managed account providers and financial planning groups will take centre stage at the annual Financial Standard Managed Accounts Forum to be held in Melbourne next month. More than 160 financial advisers and managed account specialists have ...

Macquarie Wrap adds Vanguard SMAs

JAMIE WILLIAMSON  |  WEDNESDAY, 22 AUG 2018
... over time to offer greater choice for advisers and their clients. "We are delighted to launch our first suite of managed account strategies today, which we hope will appeal to the increasing number of advisers adopting managed accounts to assist in their ...

Mainstream co-founder becomes non-exec chair

HARRISON WORLEY  |  WEDNESDAY, 22 AUG 2018
... of "a number of" Mainstream's wholly owned subsidiaries. Earlier this month Mainstream announced a separately managed account investment solution, which the company said would be its official entry into digital services targeted at financial advisers. ...

Mainstream enters SMA market

KANIKA SOOD  |  TUESDAY, 14 AUG 2018
Mainstream Group is launching a separately managed account investment solution, one which the company says is its official entry into digital services targeted at financial advisers. The SMA solution will be initially launched in Australia. It will ...

Praemium revenues inching towards $50m mark

KANIKA SOOD  |  MONDAY, 13 AUG 2018
Praemium's revenue grew by 22% over the previous year, buoyed by new client wins and funds pouring in from its Australian and international businesses. The managed accounts provider generated $43 million in revenues for the year ending June 2018, up ...

OneVue and Mercer join forces

JAMIE WILLIAMSON  |  MONDAY, 13 AUG 2018
... super wrap, suite of risk-based pooled investments and an investor-directed portfolio service with 12 custom-built managed account portfolios. The managed account models are a blend of defensive and growth assets and were designed by Nextplan's investment ...

Mason Stevens renews custodian

KANIKA SOOD  |  FRIDAY, 10 AUG 2018
The managed accounts provider has extended the relationship with its custodian as it continues to build its business. NAB Asset Servicing will handle Mason Stevens's custody needs for the next five years. The eight-year-old managed accounts provider ...

Limited MDA deadline closes in

KARREN VERGARA  |  WEDNESDAY, 8 AUG 2018
... "If your current platform provider can't support you, migrate your book to a platform which will provide the managed account service you think best suits your business," he said. There are platform providers that can make the ROA process efficient ...

IMAP awards managed accounts excellence

KARREN VERGARA  |  THURSDAY, 2 AUG 2018
The Institute of Managed Account Professionals recognised the best investment managers, licensees and providers facilitating the rapid growth of the industry at its inaugural awards ceremony last night. Held at Sydney's Dockside at Cockle Bay Wharf ...

Last chance to participate in the annual FS Managed Accounts Survey

MICHELLE BALTAZAR  |  WEDNESDAY, 1 AUG 2018
... 47% compared to the same period last year. Meanwhile, newly-listed group Netwealth enjoyed a 170% jump on its Managed Account product to $1.8 billion for FY 2018. Alex Dunnin, executive director - research and compliance at Rainmaker Group (which owns ...