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Showing 51 - 60 of 952 results for "Managed Accounts"

Centrepoint Alliance profits down $2.6m

MATTHEW WAI  |  WEDNESDAY, 27 AUG 2025
... dividend of 1.75 cents per share, to be paid on October 2, bringing total FY25 dividends to 3.0 cents per share. Managed accounts funds under management grew to $423 million, a 40% increase from FY24, driven by distribution across six investment and ...

Powerwrap drags Praemium performance, SMAs shine

KARREN VERGARA  |  MONDAY, 25 AUG 2025
Praemium's separately managed accounts (SMA) business reported $610 million of net inflows while Powerwrap's outflows topped $299 million for the 2025 financial year. In addition to the SMA business, total funds under administration (FUA) was ...

Winners named in annual IMAP Managed Account Awards

MATTHEW WAI  |  FRIDAY, 22 AUG 2025
... professional expertise, to assessing the many entries which we receive." He also attributed the rapid growth of managed accounts to the capabilities they provide. "Managed accounts have become one of the fastest growing parts of the advice profession ...

Insignia Financial back in the black

JAMIE WILLIAMSON  |  THURSDAY, 21 AUG 2025
... including MLC Expand, exceeding $100 billion of FUA at the end of FY25, the launch of MLC Retirement Boost, and managed accounts FUM growing to more than $3.3 billion. "... we remain focussed on our 2030 Vision and Strategy, confident in our ability ...

Only half of advice practices report positive earnings: Investment Trends

MATTHEW WAI  |  WEDNESDAY, 20 AUG 2025
... profitable, success is underpinned by three key levers: higher ongoing fees, leaner cost structures, and greater use of managed accounts to deliver scale and consistency, Investment Trends said. Further, larger practices are expanding not only in adviser ...

Australia emerges as managed accounts leader: Research

MATTHEW WAI  |  WEDNESDAY, 20 AUG 2025
A new Praemium study found that managed accounts are slowly becoming an essential tool for local financial advisers. According to the survey, 62% of financial advisers currently used managed accounts, an increase from about 59% earlier this year, and ...

Fiducian FUA reaches $5bn

KARREN VERGARA  |  MONDAY, 18 AUG 2025
... primarily catered towards the requirements of aligned advisers: Investment menu comprising Fiducian funds and managed accounts, 30 external managed funds, shares and term deposits tailored to financial adviser and client demands." Currently, there are ...

MLC adds term deposits, ETFs to Expand

MATTHEW WAI  |  FRIDAY, 8 AUG 2025
... financial institutions. The Essential+ menu complements the existing suite of MLC managed funds and separately managed accounts (SMAs) model portfolios already available on Expand Essential, offering greater flexibility and choice. It also makes MLC ...

CFS taps JPMAM for private equity push

KARREN VERGARA  |  WEDNESDAY, 6 AUG 2025
... option for wholesale investors. Private Wealth Advantage is a multi-asset class wealth offering that includes managed accounts, managed funds, alternatives, direct equities, domestic and offshore listed ETFs and equities, and wholesale fixed income. ...

Commonwealth Private, JPMAM launch Private Wealth Advantage

KARREN VERGARA  |  TUESDAY, 5 AUG 2025
... option for wholesale investors. Private Wealth Advantage is a multi-asset class wealth offering that includes managed accounts, managed funds, alternatives, direct equities, domestic and offshore listed ETFs and equities, and wholesale fixed income. ...