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Showing 651 - 660 of 1273 results for "managed account"

OneVue and managed account provider add scale to advice firm

JAMIE WILLIAMSON  |  THURSDAY, 26 APR 2018
OneVue and a specialist managed account provider have been chosen by a boutique financial advice firm to deliver a customised solution to high-net worth clients. Following a business model review, Victorian advice practice Kuda Wealth now offers a suite ...

High profile adviser under fire

JAMIE WILLIAMSON  |  THURSDAY, 26 APR 2018
... transfer of Medibank shares held by McKenna to the advice firm. Henderson also advised McKenna to sell down a managed account she held with another organisation. "I might interpose that that obviously hadn't been examined as it was a term deposit and ...

Praemium appoints managed accounts expert in new role

JAMIE WILLIAMSON  |  MONDAY, 23 APR 2018
... position as the leading managed-account platform provider in the market with more than $7.5 billion in separately managed account funds under administration," Praemium head of product and marketing Mat Walker said. "Steve's appointment is another example ...

Cardena Private Wealth adds life insurance

KANIKA SOOD  |  WEDNESDAY, 18 APR 2018
... joined Fortnum in November 2016. Cardena has, in the past, partnered with Netwealth to launch a private label managed account. The firm is run by a team of eight, including three directors, two financial advisers and a paraplanner.

MLC, Colonial First State make key appointments

JAMIE WILLIAMSON  |  WEDNESDAY, 18 APR 2018
The acting general manager of product at Colonial First State will join MLC to lead its wealth products and platforms division. CFS and MLC have confirmed that Sam Wall will join MLC in May as general manager, wealth products and platforms. Wall succeeds ...

Trustee services provider buys advice group

JAMIE WILLIAMSON  |  TUESDAY, 17 APR 2018
... licensee, Madison's OneVue platform private label WealthPortal, PHAROS' compliance subsidiary AdviceNet and separately managed account provider Proactive Portfolios. Established in 2016, Trustee Partners owns Tidswell Financial, the trustee behind Spaceship ...

SMSF expert joins boutique investment house

JAMIE WILLIAMSON  |  TUESDAY, 17 APR 2018
... Former SMSF Association chief executive Andrea Slattery will advise the board of fund manager and individually managed account provider, Private Portfolio Managers, for the next 12 months. PPM founder and chairman Hugh McNally said the fund manager is ...

Copia boutique appoints new portfolio manager

ALEX BURKE  |  TUESDAY, 10 APR 2018
A Copia Investment Partners Australian equities boutique is welcoming a new portfolio manager from REST. Will Riggall will work alongside head of Australian equities Andrew Stanley. At REST, he was a super investment manager, having been a senior investment ...

CFSGAM model portfolios added to FirstWrap

JAMIE WILLIAMSON  |  MONDAY, 9 APR 2018
... "Throughout 2018 we will continue our commitment to provide a broad range of solutions for advisers including a tailored managed account offer for licensees with investment capabilities or bespoke requirements." Recent analysis from Investment Trends ...

Less than half of all super funds are gaining new members

ALEX DUNNIN  |  THURSDAY, 29 MAR 2018
APRA released its 2017 superannuation fund level statistics and it shows that of the 170 funds included in their report, less than half experienced growth in net new membership. Reinforcing the growing dominance of not-for-profit super funds, they accounted ...