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Showing 631 - 640 of 1273 results for "managed account"

HUB24 inks MDA, tech deal

JAMIE WILLIAMSON  |  WEDNESDAY, 13 JUN 2018
HUB24 will deliver both a managed portfolio solution and a new administration solution to a boutique financial advice group. The $7.4 billion platform provider was selected by Fitzpatricks Private Wealth to develop a tailored managed portfolio solution ...

Netwealth boosts class action involvement

JAMIE WILLIAMSON  |  TUESDAY, 5 JUN 2018
... advisers and paraplanners can also now set minimum trade sizes by the percentage of total dollars invested in a managed account, in addition to being able to set a minimum trade size in dollars. This is to assist in the number of small trades that may ...

Promotions at Zenith to capitalise on growth

JAMIE WILLIAMSON  |  TUESDAY, 5 JUN 2018
Growth in its managed accounts offering has seen Zenith Investment Partners promote its head of research to a new role and add to its investment consulting team. Zenith head of research Bronwen Moncrieff has been promoted to the role of general manager ...

Praemium signs wealth management heavyweight

KANIKA SOOD  |  TUESDAY, 5 JUN 2018
A wealth manager with about $27 billion in assets under management has signed on to use Praemium's managed accounts services. Morgan Stanley Wealth Management Australia and its about 115 financial advisers will use Praemium's separately managed ...

Advisers still resistant to social media

JAMIE WILLIAMSON  |  THURSDAY, 31 MAY 2018
... AI, wrapped in a slick user interface, and offers the possibility of investment execution being undertaken by a managed account structure." Netwealth said advisers need only look to companies like Raiz Invest (formerly Acorns) to see the potential in ...

SMAs leading growth at Praemium

KANIKA SOOD  |  WEDNESDAY, 30 MAY 2018
Praemium's separately managed accounts business is leading the pack among its offerings, raking in 47% higher revenues in the first half of FY18 as compared to H1 FY17. Collectively the company's product offerings brought in revenue of $21.5 ...

Asset manager welcomes new hires

JAMIE WILLIAMSON  |  TUESDAY, 29 MAY 2018
A multi-affiliate asset management firm has made two additions to its distribution and operations teams, including a former Colonial First State executive. Alan Kenny has joined Ironbark Asset Management as head of client solutions. Kenny was most recently ...

Boutique asset manager expands investment team

JAMIE WILLIAMSON  |  FRIDAY, 25 MAY 2018
An Australian equities boutique is welcoming a new senior investment manager. Gordon Ramsay has joined Copia Investment Partners' boutique Ralton Asset Management. Ralton's head of Australian equities Andrew Stanley said the fund manager is excited ...

$900bn of wealth soon up for grabs: Research

HARRISON WORLEY  |  THURSDAY, 24 MAY 2018
Financial adviser review service Adviser Ratings is anticipating an adviser exodus over the next five years, as scrutiny on the advice industry changes the landscape. According to Adviser Ratings research, structural transition of the industry will ...

Managed accounts aid adviser time management

JAMIE WILLIAMSON  |  FRIDAY, 18 MAY 2018
... on portfolio management tasks, according to research from NAB and Investment Trends. The report shows using a managed account structure shaves the most time off investment administration work, saving 105 minutes per week. This is closely followed by ...