Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 621 - 630 of 953 results for "Managed Accounts"

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 ...

MDAs overhauled by new regulations

JAMIE WILLIAMSON  |  FRIDAY, 30 SEP 2016
... proficiency to deliver managed portfolio services to retail investors in Australia," Seccombe said. With the managed accounts market in Australia having grown substantially to more than $31 billion since the inception of RG179 in 2004, IMAP says the ...

CFS to integrate with IRESS

JAMIE WILLIAMSON  |  THURSDAY, 29 SEP 2016
... back-end technology for its FirstWrap platform. CFS will implement IRESS Portfolio System (IPS) technology onto its managed accounts solution in a bid to satisfy growing adviser demand. CFS acting executive general manager, Peter Chun, said engaging ...

Managed accounts market likely bigger than thought

JAMIE WILLIAMSON  |  FRIDAY, 23 SEP 2016
The Australian managed accounts market is well on the way to achieving Morgan Stanley's $60 billion FUM by 2020 prediction, with data released by the Institute of Managed Accounts Professionals (IMAP) indicating the market has more than doubled since ...

Well-known stockbroker launches own SMAs

JAMIE WILLIAMSON  |  FRIDAY, 23 SEP 2016
A well-known stockbroker has introduced two managed accounts strategies aimed at retail investors and advisers. Owner and author of daily stockmarket newsletter Marcus Today, Marcus Padley has introduced two SMAs, partly to service the clients of Marcus ...

Report outlines impact of MDA operation reforms

JAMIE WILLIAMSON  |  WEDNESDAY, 21 SEP 2016
MDA operator Managed Accounts Holdings (MGP) has released a white paper detailing the potential consequences of pending regulatory reform to the operation of managed accounts. The report, entitled 'The limited discretion clock is ticking', highlights ...

Experts give insights at 2016 Managed Accounts Forum

JAMIE WILLIAMSON  |  SUNDAY, 11 SEP 2016
More than 200 delegates attended the recent 2016 Financial Standard Managed Accounts Forum, hosted at the Grand Hyatt in Melbourne. The event program was jam-packed with presentations and panel session discussions featuring some of the industry's most ...

Advisers need to control the finance food chain

JAMIE WILLIAMSON  |  THURSDAY, 8 SEP 2016
... co-founder and chief executive of strategic development Santi Burridge. Speaking at the recent Financial Standard Managed Accounts Forum in Melbourne, Burridge encouraged delegates to dismiss the traditional business structures that have hindered the ...

What to consider before opting for managed accounts

JAMIE WILLIAMSON  |  WEDNESDAY, 7 SEP 2016
... to your investment philosophy and understanding your objectives is key to ensuring success when entering the managed accounts market. That was the key takeaway from a panel session at the 2016 Financial Standard Managed Accounts Forum. The panel, mediated ...

Managed accounts to disrupt fund businesses to the tune of $60bn

MICHELLE BALTAZAR  |  THURSDAY, 25 AUG 2016
The managed accounts industry is tipped to hit $60 billion by 2020, heavily disrupting traditional asset manager business models and driving the growth of financial advice groups, according to Morgan Stanley Research. In an extensive 75-page broker ...