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Showing 661 - 670 of 1273 results for "managed account"

Managed accounts climb to $57bn

ALEX DUNNIN  |  TUESDAY, 27 MAR 2018
... accounts sector climbed 46% last year to reach $57 billion by December 2017, according to the latest Institute of Managed Account Professionals market census. The results show that managed accounts are growing three times faster than other parts of the ...

MGP partners with advice firm

JAMIE WILLIAMSON  |  TUESDAY, 27 MAR 2018
Managed Accounts Holdings is adding $160 million in funds to its new MDA Service offering through a new partnership. Independent financial advice firm Bennett & Co has implemented the platform's MDA Service after a competitive review process to support ...

Crunch time for limited MDA advisers

KARREN VERGARA  |  WEDNESDAY, 14 MAR 2018
Financials advisers have less than seven months to transition clients and beat the limited managed discretionary account (MDA) deadline. According to Managed Accounts Holdings (MGP) head of distribution Tony Nejasmic, the no-action position on limited ...

AMP introduces SMA range

JAMIE WILLIAMSON  |  MONDAY, 12 MAR 2018
AMP is further embracing managed accounts, making a suite of separately managed portfolios available to users of its platforms. Known as MyNorth Managed Portfolios, 12 SMAs have been added to AMP's superannuation, pension and investment platforms and ...

Netwealth partners for engagement

JAMIE WILLIAMSON  |  FRIDAY, 9 MAR 2018
... successes for Netwealth in recent weeks. In its recent half-year results, the platform reported having doubled its managed account funds under management. Earlier this month, it also announced the sale of its dealer group subsidiary Bridgeport Financial ...

Reinvigorated OneVue inches up platform rankings

JAMIE WILLIAMSON  |  MONDAY, 5 MAR 2018
... functionality of managed accounts to their users," Choi said. "In 2017, the main improvements relate to a wider range of managed account structures, models and managers, improvements to model manager portals, and an easier in-specie transfer process." ...

Hunter Hall veteran launches new business

ALEX BURKE  |  MONDAY, 5 MAR 2018
... at Hunter Hall. Andaz will not use unit trusts or LICs; instead, the company will focus entirely on separately managed account solutions. Chan said this will give investors certainty and transparency, ownership of underlying assets and access to investment ...

SSGA appoints head of Asia-Pacific

ALEX BURKE  |  FRIDAY, 2 MAR 2018
State Street Global Advisors named Lochiel Crafter's replacement as the head of its Asia-Pacific business. James MacNevin was previously chief operating officer, Asia-Pacific at SSGA. He joined the company in 1994 as Asia-Pacific head of investment ...

Netwealth offloads advice subsidiary

KARREN VERGARA  |  FRIDAY, 2 MAR 2018
... flagged in September 2017 it would divest Bridgeport and Pathway Licensee Services to focus on its platform and managed account solutions. Netwealth joint managing director Michael Heine said: "While we want to sharpen the focus of our business on delivering ...

Netwealth doubles managed account FUM

JAMIE WILLIAMSON  |  WEDNESDAY, 28 FEB 2018
Netwealth saw significant growth in its managed accounts offering during the first half of the 2018 financial year. Reporting a 107% rise on the prior corresponding period, Netwealth's suite of managed accounts now hold $1.4 billion in funds under management. ...