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Showing 691 - 700 of 952 results for "Managed Accounts"

SMA usage climbs

ALEX BURKE  |  THURSDAY, 30 APR 2015
One in five (20%) financial advisers are now using separately managed accounts for investors, according to research by JBWere and Investment Trends. This is the highest level of usage recorded, indicating both the growing client preference for the transparency ...

Another marquee hire for Rainmaker

STAFF WRITER  |  WEDNESDAY, 15 APR 2015
... Rainmaker Information, SelectingSuper, SelectAdviser, Financial Standard, FS Advice, FS Super, FS Private Wealth, FS Managed Accounts and FS CPD.

Netwealth launches multi asset MDA

LAURA MILLAN  |  TUESDAY, 14 APR 2015
... outsource investment in asset classes where they might not have the expertise," he said. He noted that "to date managed accounts have been a relatively niche product. However, we are confident that this is now changing." According to Heine, demand from ...

Managed account FUM exceeds $13bn

MARK SMITH  |  FRIDAY, 10 APR 2015
... the findings. "As part of the material for the Dealer Roundtable we held this week, IMAP asked the principal managed accounts providers to provide essential details about their service including the FUM held in managed account services," IMAP chair Toby ...

HUB24 sets up white label platform for Wilson HTM

STAFF WRITER  |  MONDAY, 16 MAR 2015
... firm's clients. The platform offers a wide range of investments including shares, managed funds and separately managed accounts (SMAs), as well as access to Wilson HTM's internal research and portfolio construction expertise to offer managed portfolios. ...

MyPlanner launches managed account solution

LAURA MILLAN  |  TUESDAY, 10 MAR 2015
... a managed discretionary account solution that will be available to its 120 planners. MyPlanner partnered with Managed Accounts Holdings to develop the My Managed Portfolio (MMP) managed account service, and the provider is responsible for the operation ...

Altair AM signs equity mandates

MICHELLE BALTAZAR  |  THURSDAY, 26 FEB 2015
... understood that high-conviction Australian equities fund manager Altair Asset Management signed a $30 million managed accounts mandate with a financial planning group in December and an Australian equities mandate with an undisclosed industry super fund. ...

Providers boost adviser access to managed accounts

LAURA MILLAN  |  TUESDAY, 24 FEB 2015
Financial advisers' access to separately managed accounts (SMA) more than doubled in the past year which could open the floodgates to wider uptake of the structure, the latest Investment Trends report said. Advisers who said their most-used platform ...

Managed accounts work for insto investors too

ALEX DUNNIN  |  FRIDAY, 20 FEB 2015
... InfraHedge, an investment administration technology group that is a subsidiary State Street corporation, said managed accounts are ideally suited to these investors because they enable asset owners to maintain governance control using a platform structure ...

Rainmaker expands its investment capability with key appointment

MARK SMITH  |  TUESDAY, 10 FEB 2015
... Rainmaker Information, SelectingSuper, SelectAdviser, Financial Standard, FS Advice, FS Super, FS Private Wealth, FS Managed Accounts and FS CPD.