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Showing 51 - 60 of 1200 results for %22Managed accounts%22

New CFS platform at the cutting Edge: Quirk

CHLOE WALKER  |  TUESDAY, 1 AUG 2023
... Edge will be able to tap into other parts of the market," Quirk said. Another key aspect of Edge is its rich managed accounts capability. "This is the first major platform being deployed in the Australian market since managed accounts have become so ...

Advisers lacking PII sidestep AFCA rulings

KARREN VERGARA  |  FRIDAY, 28 JUL 2023
... total decrease of 23%. About 450 related to financial advice. Investment and advice complaints capture financial advice, managed funds, timeshare, stockbroking, horseracing syndicates, and crypto. "The relatively low number of complaints received by ...

Retail super funds plan to merge

ANDREW MCKEAN  |  WEDNESDAY, 26 JUL 2023
... closure. In a parallel development, Colonial First State Investments is also stepping down as the operator of encircle's managed investment accounts. Earlier this month, encircle Super members received correspondence outlining that their accounts would ...

InvestSense welcomes distribution lead

CHLOE WALKER  |  WEDNESDAY, 19 JUL 2023
The investment management consultancy firm, which specialises in multi-asset managed accounts, has brought John Nicoll on as distribution executive. Nicoll brings over 22 years of experience in the financial services sector, having previously served ...

abrdn's Jollie outlines next steps

ELIZABETH FRY  |  FRIDAY, 7 JUL 2023
... Australian investors. "abrdn remains committed to the Australian market through differentiated investment solutions, managed accounts, active ETFs, sustainable investment strategies and digital advice." Some people remain on the ground to support these ...

Netwealth relaunches Wealth Accelerator

JAMIE WILLIAMSON  |  FRIDAY, 30 JUN 2023
... will continue to be able to access a rich suite of online features, such as sophisticated cash management tools, managed accounts technology and automated rebalancing and Record of Advice functionality," Netwealth added. Commenting, Netwealth managing ...

abrdn sells local trustee business

CHLOE WALKER  |  TUESDAY, 27 JUN 2023
... Macdonald said. "abrdn remains committed to the Australian market through differentiated investment solutions, managed accounts, active ETFs, sustainable investment strategies and digital advice." Fletcher added: "We look forward to working with the ...

Westpac plans aggressive platforms play

JAMIE WILLIAMSON  |  WEDNESDAY, 21 JUN 2023
... area where we think are interesting opportunities, and we want to leverage our strengths. We are very strong in managed accounts and we're very strong in digital, so we see those areas as great opportunities to continue to be market leaders," he ...

CEFC backs agriculture investment platform

RACHEL ALEMBAKIS  |  WEDNESDAY, 21 JUN 2023
... dépôt et placement du Québec) has invested $150 million and CEFC has invested $50 million in Wilga Farming, which will be managed by Gunn Agri Partners, a mid-market sustainable agriculture manager. CDPQ and CEFC have purchased a minority stake in ...

Advice practice valuations rise: Radar Results

KARREN VERGARA  |  FRIDAY, 9 JUN 2023
... that covers retail financial advice, superannuation, risk, and negative gearing currently has a market value of $20,000. Managed discretionary accounts plus a basic AFSL goes for $40,000. Forex trading plus a basic AFSL fetches $500,000 or more. There ...