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Showing 631 - 640 of 953 results for "Managed Accounts"

Praemium launches new managed accounts solution

JAMIE WILLIAMSON  |  THURSDAY, 18 AUG 2016
Platform provider Praemium has launched a new managed account solution for a longstanding Brisbane-based client. Clients of Burrell Stockbroking and Superannuation will now have access to diversified investment portfolios via its new, fully-branded ...

Adviser ETF survey winners announced

MARK SMITH  |  WEDNESDAY, 17 AUG 2016
... with a chance to take home vouchers in our next giveaway, don't forget to fill out the 2016 Financial Standard Managed Accounts for Financial Advisers Survey. It can be accessed here.

DNR Capital fund scores 'Recommended' rating

KERRIE SYDEE  |  MONDAY, 15 AUG 2016
... Australian Equities High Conviction strategy that was previously only available through DNR Capital's separately managed accounts (SMAs) and individually managed accounts (IMAs). "The fund offers investors a concentrated exposure to Australian equities ...

Non-super investments increasing sophisticated strategies

DARREN SNYDER  |  THURSDAY, 11 AUG 2016
... years in today's dollars - up by more than four times," the report said. "Wrap platforms, including separately-managed accounts and model portfolio products, will be the fast-growing personal investment segment with its market share growing from 3.2% ...

Shaw and Partners joins forces with Praemium

ALEX BURKE  |  THURSDAY, 4 AUG 2016
... Shaw and Partners, an independently owned and progressive broking firm. "This partnership highlights the use of managed accounts as an increasingly attractive solution for advisers who wish to offer their clients a more efficient way to manage and connect ...

Netwealth adds eighth private label managed account

MARK SMITH  |  MONDAY, 1 AUG 2016
... strong." Principal Partners managing director John Brady added: "We are excited about embracing the many benefits of managed accounts for our clients as well as driving further efficiency through our business. We approached many high quality investment ...

Financial Standard to present at upcoming netwealth webinar

KERRIE SYDEE  |  FRIDAY, 29 JUL 2016
... from Financial Standard will explore how you can get better client outcomes and conversations through the use of managed accounts. You will learn about: * Key findings from the latest Financial Standard research on how financial advisers use managed ...

Former Calastone MD launches fintech solution

KERRIE SYDEE  |  THURSDAY, 28 JUL 2016
... to provide advisers with a complete service for managed discretionary accounts (MDAs), a complete solution for managed accounts and direct portfolios delivered under the Statement of Advice model and software for external MDA operators looking to improve ...

Industry innovation is not coming from within: Sharp

DARREN SNYDER  |  TUESDAY, 19 JUL 2016
... largely characterised the oversight of the financial services industry." Sharp is also the executive chairman at Managed Accounts Holdings, and a former director of Countplus and Treasury Group.

MGP subsidiary buys stake in QLD advice firm

ALEX BURKE  |  MONDAY, 18 JUL 2016
Managed Accounts Holdings (MGP) subsidiary Planner Holdings has acquired a minority interest in a Queensland-based advice firm. Holman McGregor Financial Services (HMFS), established in 2003 and based in Noosaville, is owned by Rob McGregor, founder ...