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Showing 621 - 630 of 1273 results for "managed account"

Praemium FUA surpasses $8bn

KARREN VERGARA  |  FRIDAY, 13 JUL 2018
Praemium's funds under administration surpassed $8 billion thanks to a bumper June 2018 quarter of key client wins. FUA shot up 35% compared to the prior corresponding period, with about $566 million of inflows coming in from Australian business. ...

Managed accounts expert expands new platform

KARREN VERGARA  |  WEDNESDAY, 11 JUL 2018
A former Mason Stevens executive is joining a fintech that's offering investment and managed accounts solutions, as well as a new superannuation product. Spitfire Corporation appointed David Storm as its head of distribution, tasked with the sales ...

IMAP to recognise managed accounts excellence

JAMIE WILLIAMSON  |  TUESDAY, 10 JUL 2018
The Institute of Managed Account Professionals has named the finalists for its 2018 Managed Account Awards. The awards recognise operators in the managed accounts space covering both single-sector asset classes and multi-asset class offerings, comprising ...

Advised clients and their most frequently asked questions

KARREN VERGARA  |  MONDAY, 9 JUL 2018
... financial advisers using managed accounts save an average of 12.4 hours per week on portfolio management tasks. A managed account structure is enabling advisers to spend more time with clients and shaving 105 minutes off administration work, the research ...

Managed Accounts Forum survey open

DARREN SNYDER  |  FRIDAY, 6 JUL 2018
... will enable us to develop more informed editorial content.Rainmaker's analysis combined with the Institute of Managed Account Professionals' estimate that managed accounts represent more than $60 billion means the sector continues to transform ...

Praemium inks deal with WA-based wealth manager

HARRISON WORLEY  |  WEDNESDAY, 4 JUL 2018
A West Australian wealth manager with about $1.2 billion in funds under management is Praemium's newest client. Broking and wealth management firm Hartleys will manage its client portfolios using Praemium's reporting and administration platform ...

AZ NGA merges embattled advice firm

JAMIE WILLIAMSON  |  TUESDAY, 26 JUN 2018
... forfeit $500,000 in retirement benefits. He was also directing about 84% of client funds into a white-labelled managed account solution, provided by Managed Account Holdings; an ASX-listed company that Henderson held an interest in via his self-managed ...

Shaw and Partners shelves managed accounts partnership

KANIKA SOOD  |  MONDAY, 25 JUN 2018
Shaw and Partners, an investment and wealth management firm with $15 billion in assets under advice, has scrapped current plans for its potential managed accounts partnership with an ASX-listed provider. In its most recent business update, Managed Accounts ...

Agricultural asset manager promotes new fund

KANIKA SOOD  |  MONDAY, 18 JUN 2018
Growth Farms, the $440 million specialist agricultural asset manager, has launched a new trust-structure fund that will buy rent-generating agricultural properties. Its Australian Agricultural Lease Fund is looking for total investment up to $100 million ...

Industry leaders in sales and marketing recognised at MAX Awards

STAFF WRITER  |  FRIDAY, 15 JUN 2018
More than 300 guests attended last night's 2018 Financial Standard Marketing, Advertising & Sales (MAX) Excellence Awards, which recognised the outstanding achievements in marketing, sales and business development by an individual, team or organisation ...