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Showing 661 - 670 of 952 results for "Managed Accounts"

Lonsec Research appoints new CEO

DARREN SNYDER  |  THURSDAY, 29 OCT 2015
... metrics - BIOmetrics. The business has also broadened its research coverage to include ratings on separately managed accounts, listed invested companies and mFunds, as well as keeping pace with the expanding exchange traded fund (ETF) universe.

ETFs just 5pct of all indexing

MARK SMITH  |  TUESDAY, 20 OCT 2015
... ETF sector, particularly as it grows its presence among self directed investors using self managed super funds, managed accounts and direct placements, they should not lose sight that indexing is still overwhelmingly an institutional phenomenon," noted ...

HNW Planning ramps up high-touch advice with netwealth managed accounts

MICHELLE BALTAZAR  |  FRIDAY, 16 OCT 2015
HNW Planning has struck a managed accounts deal with platform provider netwealth in its ongoing bid to deliver cutting-edge financial advice to its clients. The NSW-based dealer group's principal Robert Cumming said that they have for the past two years ...

DomaCom added to managedaccounts.com.au

MARK SMITH  |  FRIDAY, 16 OCT 2015
Managedaccounts.com.au has added fractional property fund manager DomaCom to its platform. Managed accounts offer portfolios created to meet specific investment needs but until now, real property has been under-represented on platforms. "Property is ...

Household is the future of advice

ALEX BURKE  |  FRIDAY, 9 OCT 2015
... to SS&C head of Australia and New Zealand Nadine Moore. Speaking at the 2015 Financial Standard Best Practice Managed Accounts Forum, Moore observed the growing role of outsourcing in investment administration within financial planning in Australia and ...

Don't flood managed accounts with excess investment options: advisers

ALEX BURKE  |  THURSDAY, 8 OCT 2015
Tailored investment solutions are more important to advisers using managed accounts than excessively wide ranges of investment choices, according to Rainmaker research. Speaking at the 2015 Financial Standard Best Practice Managed Accounts Forum, Rainmaker ...

GFC drove advisers to managed accounts

ALEX BURKE  |  THURSDAY, 8 OCT 2015
The GFC was a defining chapter in the growth of managed accounts, according to panelists at the 2015 Financial Standard Best Practice Managed Accounts Forum. Speaking on a panel chaired by managedaccounts.com.au chief executive David Heather, Paradigm ...

Managed accounts forum sold out, 2015 adviser survey results revealed

STAFF WRITER  |  WEDNESDAY, 7 OCT 2015
... financial advisers and managed account professionals will be in Sydney tomorrow to attend a national forum on managed accounts where the key findings of the 2015 Financial Standard adviser survey on managed accounts will be revealed. Managed accounts ...

Managed accounts key to SMSF diversification

ALEX BURKE  |  WEDNESDAY, 7 OCT 2015
Managed accounts are an effective vehicle for mitigating self-managed super fund diversification risk, according to HUB24 head of marketing and distribution Wes Gillett. Speaking to Financial Standard ahead of the 2015 Best Practice Managed Accounts ...

Managed Accounts challenge to retail wealth groups

ALEX DUNNIN  |  WEDNESDAY, 30 SEP 2015
Almost all major retail wealth groups now offer managed accounts but that doesn't mean they are using the same strategy to get involved with the emerging sector. Rainmaker has just completed its second annual Managed Accounts report containing a detailed ...