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

Search Results

Showing 641 - 650 of 985 results for "Managed Accounts"

Vanguard introduces low-cost active funds

EMMA RAPAPORT  |  MONDAY, 20 FEB 2017
... $115 billion of assets for investors across 43 managed funds, 17 exchange traded funds and a range of separately managed accounts. *Source: Vanguard analysis of Morningstar data, as at 31 December 2016.

Australian Unity partners for managed account solution

JAMIE WILLIAMSON  |  THURSDAY, 9 FEB 2017
Australian Unity has joined forces with a major managed accounts provider to offer a private label to its clients. Australian Unity, which holds $6 billion in funds under management, is the latest firm to partner with netwealth for a private label solution ...

Planning firm to launch Netwealth private label

JAMIE WILLIAMSON  |  WEDNESDAY, 21 DEC 2016
... Securinvest, a boutique financial planning group based in Victoria, will deliver a private label version of Netwealth's managed accounts offering to clients. "We are really pleased to be working with Securinvest, who are embracing the many benefits of ...

Non-aligned advisers gifted growth opportunity

JAMIE WILLIAMSON  |  THURSDAY, 15 DEC 2016
... said. Instead Henderson focused on creating efficiencies within his business; outsourcing paraplanning and using managed accounts to allow for more client-facing time. "Back in 2012 when I was commercialising the business and wanting to be a "big CEO" ...

Managed accounts and goals based advice prompts name change

JAMIE WILLIAMSON  |  THURSDAY, 15 DEC 2016
The rise of managed accounts and goals based advice will see the Association of Real Return Investment Advisers (ARRIA) begin 2017 with a rebrand. Now known as the Association of Goals Based Advice (AGBA), the name change is representative of advisers ...

IMAP expands advisory board

JAMIE WILLIAMSON  |  SUNDAY, 11 DEC 2016
... a more full-time role following his departure from IOOF where he was national manager, platform strategy and managed accounts. Comprising of representatives from a broad range of MDA providers, platform operators, investment managers, advisory organisations ...

Netwealth partners for new private label

JAMIE WILLIAMSON  |  MONDAY, 5 DEC 2016
Netwealth has teamed up with a boutique wealth management firm for a private label managed accounts offering. Stanford Brown is the latest group to partner with the managed accounts provider, in what Netwealth joint managing director Matt Heine described ...

OneVue partners with MA provider

JAMIE WILLIAMSON  |  TUESDAY, 29 NOV 2016
OneVue has been appointed to provide superannuation administration support to one of Australia's growing managed accounts providers. Joining forces with Praemium, the appointment will deliver a further 2700 individual members and $425 million in assets ...

Netwealth partners for new private label

JAMIE WILLIAMSON  |  THURSDAY, 10 NOV 2016
... developing," Kilborn said. "We have also been actively speaking with our clients about the significant benefits of managed accounts and the feedback has been extremely positive particularly around our ability to effectively react to changing market conditions ...

How advisers are managing US election concerns

MICHELLE BALTAZAR  |  THURSDAY, 10 NOV 2016
... update. "We've spoken to the chief investment officer (CIO) of Implemented Portfolios (which looks after Treysta's managed accounts) to gather his initial thoughts on the issue and we will relay that to our clients through the video update tomorrow," ...