Search Results | Showing 51 - 60 of 807 results for "Managed accounts" |
| | ... advice (FUA) grew by $287 million or 7% to $4.2 billion. It said direct funds under management via individually managed accounts (IMAs), separately managed accounts (SMAs) and managed funds added $98 million or 8% to $1.3 billion since 30 June 2022. ... |
| | | ... over time". During the last six months of 2022, Fiducian launched Auxilium, an in-house platform for separately managed accounts targeting independent financial advisers. It also launched Deep Green SMA in a bid to capture the ESG segment. The group's ... |
| | | ... funds under administration (FUA) decreased by 4% (-$32 billion) to $769 billion in master trusts, wraps, and managed accounts. Of the major platform segments, corporate super was the sole segment with positive growth (2%), benefiting from the consolidation ... |
| | | ... billion in June. Its platform saw a 7% increase to $20.9 billion from $19.5 billion last June, while Separately Managed Accounts (SMA) increased by 11% to $9.0 billion from $8.1 billion. "The December quarter of the 2023 financial year has seen both ... |
| | | With more than half of Australia's financial advisers now using managed accounts, State Street ETF model portfolio strategist Sinead Schaffer says their popularity is only going to continue to rise. Speaking with Financial Standard, Schaffer said ... |
| | | ... $8 billion now. But notably, there's been strong growth in the wholesale segment, enabled by the rise of managed accounts. As previously reported by Financial Standard, according to Rainmaker Information the managed account market reached $175 billion ... |
| | | ... to August 2021. Eight IP was the sub-manager of a fund portfolio held in linked securities trading accounts (managed accounts) to which Kim had access. ASIC alleged that between 2019 and 2021 Kim caused the securities held in the managed accounts to ... |
| | | According to Rainmaker data, separately managed accounts' (SMA) footprint in the managed account sector has risen dramatically in two years. SMAs funds under advice (FUA) in the past two years increased 151%. Meanwhile, managed discretionary accounts ... |
| | | ... heart of an advice tech stack, bringing together the software that sits inside advisers' practices, with managed accounts at its core. |
| | | ... heart of the advice tech stack, bringing together the software that sits inside advisers' practices, with managed accounts at its core. "CFS Edge integrates seamlessly into the advice technology stack, unifying business technologies through advanced ... |
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