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Showing 711 - 720 of 952 results for "Managed Accounts"

Netwealth brings portfolio management tool in-house

LAURA MILLAN  |  WEDNESDAY, 10 SEP 2014
... outsourced, and is a real time modelling and rebalancing system which provides advisers, wealth managers and managed accounts operators the ability to manage and implement portfolios across large client bases. It includes the possibility to invest into ...

Financial Standard launches magazine for managed accounts professionals

STAFF WRITER  |  MONDAY, 1 SEP 2014
With adviser demand for managed accounts predicted to rise in the next three years, Financial Standard has launched a new magazine: FS Managed Accounts - The Journal for Managed Account Professionals. The magazine was unveiled at Financial Standard's ...

MDAs allow small players to act as large instos

LAURA MILLAN  |  WEDNESDAY, 27 AUG 2014
... Technologies head of Australia and New Zealand Nadine Moore said. Speaking at the inaugural Financial Standard Managed Accounts Forum in Sydney, Moore highlighted the importance of technology in managed accounts. She attributed the rise of managed accounts ...

Latest Financial Standard issue available on the iPad app

STAFF WRITER  |  MONDAY, 25 AUG 2014
In the latest edition of Financial Standard we look at the managed accounts in the second of a two-part special. We also profile ME Bank CEO Jamie McPhee and cover this year's Financial Services Counctil (FSC) conference in Cairns. You can read these ...

HUB24 acquires dealer group

LAURA MILLAN  |  THURSDAY, 21 AUG 2014
... Knox said: "We wanted to embrace an independent technology-based product provider at the forefront of SMAs and managed accounts, not one that was just thinking about the concept."

Age of the billion-dollar financial adviser

MICHELLE BALTAZAR  |  MONDAY, 18 AUG 2014
... precedent to rely on, Paul Crowne, principal adviser at Centric Wealth, is today one of the leading proponents of managed accounts in a business that looks after $5 billion of client portfolios using MAs. Crowne is the cover story in the debut edition ...

FEATURE: Have we reached the tipping point for managed accounts?

MARK SMITH  |  FRIDAY, 15 AUG 2014
... sector, Mark Smith explores why after a series of false starts, industry experts are saying now is the time for managed accounts to live up to their billing as the next big thing in client portfolio management. Managed accounts have been around for decades ...

SMA operators to become a sector in their own right

LAURA MILLAN  |  WEDNESDAY, 13 AUG 2014
Separately managed accounts (SMA) operators are poised for strong growth over the coming years and are likely to become a sector in their own right, Lonsec research shows. The research house has looked at five SMA platforms in Australia and has assigned ...

Latest Financial Standard issue available on the iPad app

STAFF WRITER  |  MONDAY, 11 AUG 2014
In the latest edition of Financial Standard we look at the managed accounts in the first of a two-part special. We also profile Australian Unity Personal Financial Services chief executive Steve Davis look at the opportunities for advisers in 'digital ...

Managedaccounts.com.au adds adviser to sales team

STAFF WRITER  |  FRIDAY, 8 AUG 2014
... years. Prior to that, Kirkman was head of sales and distribution at Suncorp-owned Asteron Life. Kirkman said the managed accounts industry was perfectly poised for growth with increasing adviser and investor demand for innovative, flexible and efficient ...