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Showing 701 - 710 of 965 results for "Managed accounts"

MAX Awards to showcase innovation in financial services sales and marketing

STAFF WRITER  |  FRIDAY, 29 MAY 2015
... Global Equity Integrated Campaign of the Year Challenger - Annuities Commbank - Cash Accelerator Macquarie - Managed Accounts Mercer - Reward Your Future Self Nikko AM - New Asia Fund Sponsorship of the Year ANZ - AustralianOpen Australian Ethical Super ...

HUB24 and GPS Wealth launch managed accounts platform

MARK SMITH  |  TUESDAY, 19 MAY 2015
HUB24 and independent licensee GPS Wealth have launched a new white label managed accounts platform. The platform, branded CAREportfolio, spans super, pension and investments, and provides a complete managed account and wrap offering for all its member ...

Low-cost super awash with inflows

DARREN SNYDER  |  MONDAY, 18 MAY 2015
... seen a sustained rise in new Listed Investment Companies (LICs), Exchange Traded Funds (ETFs) and Separately Managed Accounts (SMAs), primarily driven by greater demand from direct investors," Green said. Green added that SMAs are one of the fastest ...

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. ...