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Showing 671 - 680 of 952 results for "Managed Accounts"

SMAs on Macquarie Wrap pass $100m milestone

STAFF WRITER  |  TUESDAY, 29 SEP 2015
Separately managed accounts (SMAs) on Macquarie Wrap have passed $100 million in funds under administration in its first year. The functionality was added to Macquarie Wrap in September 2014 to provide financial advisers with access to a range of SMAs. ...

Treysta moves $200 million funds under advice into managed accounts

MICHELLE BALTAZAR  |  MONDAY, 28 SEP 2015
... eluded their predecessors. Mark Nagle, executive director at Treysta Financial Life Management, explains how managed accounts have transformed their business. It was a bold step that has paid off for the executive team behind Treysta. Now celebrating ...

Many APLs still block managed account usage

STAFF WRITER  |  WEDNESDAY, 23 SEP 2015
Despite the rise and rise of managed accounts, financial advisers still report that APL and AFSL restrictions are the main blockage on more of them getting on board with this new way of administering investments. Financial Standard has just completed ...

IOOF appoints head of best advice

LAURA MILLAN  |  MONDAY, 14 SEP 2015
... and procedures, technical support, research, paraplanning and implementation services for model portfolios and managed accounts offers. The IOOF spokesperson also confirmed that head of research Peter Hilton is "on sick leave" and refused to reveal more ...

Be heard: 2015 Managed Accounts Survey for Financial Advisers, $300 Myer gift voucher

MICHELLE BALTAZAR  |  TUESDAY, 8 SEP 2015
Completing the survey questionnaire will help Financial Standard gauge where Managed Accounts are up to in the market, how intermediaries are using them and what intermediaries expect from their Managed Accounts. It will also help ensure the relevance ...

FEATURE: Managed accounts - more than meets the eye

ALEX BURKE  |  FRIDAY, 4 SEP 2015
David Heather has been waiting for managed accounts to take off since 2001. The managedaccounts.com.au chief executive has watched interest grow across the investment spectrum, from large institutions to retail accumulators, but he's never seen any ...

Best Practice Managed Accounts Forum 2015 registrations open

MARK SMITH  |  TUESDAY, 1 SEP 2015
Registrations are now open for the Financial Standard Best Practice Managed Accounts Forum 2015, which will be held in Sydney on October 8. The one-day professional learning program is designed to inform advisers and other attendees about how managed ...

SMAs ideal for low-touch clients

ALEX BURKE  |  THURSDAY, 27 AUG 2015
Separately managed accounts are the ideal solution for clients with lower balances from both a practice management and client outcome perspective, according to research by JBWere. The JBWere/Investment Trends 2015 SMA Report, based on an online survey ...

Executive appointment round-up

DARREN SNYDER  |  FRIDAY, 7 AUG 2015
... Securities has appointed former head of fixed income at Dixon Advisory Funds Management, Alwyn Hung, to lead a new managed accounts service for bonds. LUCRF investment head departs - LUCRF Super head of investments Martin Drew will leave the fund on ...

FIIG launches fixed income MDA service

DARREN SNYDER  |  WEDNESDAY, 5 AUG 2015
... Securities has appointed former head of fixed income at Dixon Advisory Funds Management, Alwyn Hung, to lead a new managed accounts service for bonds. Hung joins FIIG as the senior portfolio manager of cash and fixed income for the Managed Income Portfolio ...