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Showing 631 - 640 of 985 results for "Managed Accounts"

CFS knuckles down on managed accounts

JAMIE WILLIAMSON  |  MONDAY, 27 MAR 2017
... advisers and their clients, CFS engaged global technology provider IRESS to launch a further suite of separately managed accounts on the platform in May 2017. "We believe IRESS has the best technology in terms of portfolio implementation. We were keen ...

Managed accounts continue rapid surge

JAMIE WILLIAMSON  |  WEDNESDAY, 22 MAR 2017
The managed accounts sector now equates to about 7% of the $600 billion in funds under administration across platforms and wraps in Australia. That is the key finding of the Institute of Managed Account Professionals' (IMAP) latest Managed Accounts ...

SMSFs benefit from DomaCom deal

JAMIE WILLIAMSON  |  TUESDAY, 7 MAR 2017
... completion of the first transaction highlights the flexibility of the business model that now delivers $2 billion in managed accounts across Australia. "Enabling Domacom's capability within our offer has satisfied increased demand for the inclusion of ...

Implemented Portfolios launches bespoke IMA offering

JAMIE WILLIAMSON  |  TUESDAY, 7 MAR 2017
... individually managed account solution for clients of a $350 million Hobart-based financial planning firm. The managed accounts provider has designed a bespoke solution for integrated accounting and self-licensed advice firm Collins SBA, with managing ...

Mason Stevens to launch super, grows SMA menu

JAMIE WILLIAMSON  |  TUESDAY, 28 FEB 2017
... that we'll be bringing to market," Bignill said. Mason Stevens also recently added Pengana's flagship separately managed accounts offering, the Pengana International Equities Fund, to its SMA investment menu with a view to add more SMA managers in June. ...

Centrepoint growing wealth business

KARREN VERGARA  |  MONDAY, 27 FEB 2017
... was supported by steady growth in new clients, a growing salaried advice business and healthy fund flows into managed accounts solution, the company said. The sale of its insurance premium funding business for $21.4 million to Bank of Queensland recorded ...

Investment manager and advice group join forces

JAMIE WILLIAMSON  |  MONDAY, 27 FEB 2017
... developed its own funds management offering including the provision of managed discretionary accounts and separately managed accounts.

Perpetual growing high net worth segment

KARREN VERGARA  |  THURSDAY, 23 FEB 2017
... management for private clients and not-for-profits continues to perform well with net inflows of $200 million and our managed accounts service passing through $2 billion of funds under management during the half." Perpetual Investments, the company's ...

IMAP ensuring greater representation for MDAs

JAMIE WILLIAMSON  |  THURSDAY, 23 FEB 2017
... the key driver for the establishment of the committee is the different regulations that organisations offering managed accounts via a PDS must adhere to, and their tendency to have greater diversity across business models. "MDA providers have expressed ...

Antares reaches landmark managed accounts FUM

JAMIE WILLIAMSON  |  TUESDAY, 21 FEB 2017
Highlighting the continuing growth of the managed accounts space, NAB-aligned Antares Equities achieved more than $1 billion in funds under management across its separately managed accounts model portfolios. Described as a huge milestone for the Australian ...