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Showing 641 - 650 of 952 results for "Managed Accounts"

ClearView adds annuities to wrap

MARK SMITH  |  MONDAY, 11 JUL 2016
... annuities follows on from WealthSolutions' upgrade to its popular implemented model solutions, adding separately managed accounts (SMAs) to its investment platform in October 2015. ClearView Wealth specialises in life insurance, wealth management and ...

Industry leaders in sales and marketing recognised at MAX Awards

MARK SMITH  |  FRIDAY, 24 JUN 2016
... Bonds UBS Investment Bank - UBS Investment Builders Integrated Campaign of the Year netwealth - Let's talk about managed accounts Finalists BT Investment Management - Brand Campaign NAB Asset Management - Brand Campaign Perpetual Investments - Trade ...

Two advice firms to get managed accounts

MARK SMITH  |  WEDNESDAY, 22 JUN 2016
... pleased to be working with Choice Capital and Ashfords Wealth Advisors, who are embracing the many benefits of managed accounts including greater business efficiency but more importantly better client outcomes. "Both groups will also benefit from the ...

XTBs and SMAs a good match

DARREN SNYDER  |  WEDNESDAY, 22 JUN 2016
Exchange traded bond units inside separately managed accounts are addressing previous investor portfolio inefficiencies and allowing a greater ability to deliver outcomes-based investment models. Australian Corporate Bond Company chief executive Richard ...

OneVue partners with NYC manager to launch innovation SMA

ALEX BURKE  |  MONDAY, 20 JUN 2016
... with high growth potential." Working with ARK Investment Management, OneVue will add global equity separately managed accounts (SMAs) to its platform, giving Australian investors access to international companies that "deliver superior long-term capital ...

Knight Financial Advisors unveils new MDA service

MARK SMITH  |  WEDNESDAY, 25 MAY 2016
... launched a new managed discretionary account (MDA) service built in partnership with listed managed account operator Managed Accounts Holdings (MGP). The service replaces the licensee's proprietary investment administration system and sees up to $300 ...

Federation Alliance launches Federation Super

KERRIE SYDEE  |  TUESDAY, 24 MAY 2016
Federation Alliance has launched Federation Super, which will join Federation Managed Accounts on the company's platform offering. Federation Alliance is serviced by Australian Unity, a provider of national healthcare, financial services and retirement ...

Praemium partners national advice firm

MARK SMITH  |  THURSDAY, 12 MAY 2016
... portfolios managed by specialist investment managers. "Praemium is well known to our adviser network as a pioneer in managed accounts. It was very important to our advisers that we partner with a platform provider who is well established and highly reputable ...

SMSFs have cash top of mind

DARREN SNYDER  |  TUESDAY, 10 MAY 2016
... class in investments held by its SMSF investors. The top three are managed funds (unitised trusts), separately managed accounts (SMAs), and listed shares. OneVue said investment in cash and term deposits by SMSF investors increased by 2.7% to 19.9% in ...

netwealth to grow IFA base, eyes app-savvy investors

MICHELLE BALTAZAR  |  FRIDAY, 6 MAY 2016
... duo, expanded on the theme of digitisation in wealth management. This has partly driven netwealth to launch its managed accounts business last year, which allowed for more automated but bespoke investment solutions. "With IFAs, it's very hard to get ...