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Showing 711 - 720 of 1072 results for "Separately"

ANZ private wealth sees digital growth

DARREN SNYDER  |  THURSDAY, 29 OCT 2015
... digital platform hold twice the average retail FUM. The platform also launched an insurance section in September and separately launched digital tools for financial planners "to improve customer experience" in August. ANZ chief executive officer Mike ...

Lonsec Research appoints new CEO

DARREN SNYDER  |  THURSDAY, 29 OCT 2015
... of fund-specific metrics - BIOmetrics. The business has also broadened its research coverage to include ratings on separately managed accounts, listed invested companies and mFunds, as well as keeping pace with the expanding exchange traded fund (ETF) ...

Managed Accounts challenge to retail wealth groups

ALEX DUNNIN  |  WEDNESDAY, 30 SEP 2015
... report reveals that across the sector there are now almost 350 model portfolios available to investors through either Separately Managed Accounts, Individually Managed Accounts, Discretionary Managed Accounts and the fully flexible Universal Managed ...

SMAs on Macquarie Wrap pass $100m milestone

STAFF WRITER  |  TUESDAY, 29 SEP 2015
Separately managed accounts (SMAs) on Macquarie Wrap have passed $100 million in funds under administration in its first year. The functionality was added to Macquarie Wrap in September 2014 to provide financial advisers with access to a range of SMAs. ...

Outsourcing is the future of compliance

ALEX BURKE  |  WEDNESDAY, 23 SEP 2015
... that because insurance, superannuation, master trust and investment product business lines are often administrated separately on proprietary in-house platforms, updating an entire business' service suite to fit new compliance requirements can be expensive ...

Many APLs still block managed account usage

STAFF WRITER  |  WEDNESDAY, 23 SEP 2015
... managed accounts have to 'platformise' direct equity investing, almost half of advisers using managed accounts focus on Separately Managed Accounts and model portfolios. Individual managed accounts are the focus of one third of advisers who use managed ...

FEATURE: Managed accounts - more than meets the eye

ALEX BURKE  |  FRIDAY, 4 SEP 2015
... discretion." The public face of managed accounts The other common managed account structures Heather refers to are separately managed accounts (SMAs) and individually managed accounts (IMAs). IMAs offer roughly the same level of customisation and personalisation ...

SMAs ideal for low-touch clients

ALEX BURKE  |  THURSDAY, 27 AUG 2015
Separately managed accounts are the ideal solution for clients with lower balances from both a practice management and client outcome perspective, according to research by JBWere. The JBWere/Investment Trends 2015 SMA Report, based on an online survey ...

New SMAs at MLC increasing exponentially

DARREN SNYDER  |  TUESDAY, 21 JUL 2015
Three separately managed accounts (SMAs) added to the MLC Wrap and Navigator platforms have had a combined intake of more than $7 million since their launch in May. The launch of the Antares Listed Property, JBWere Listed Fixed Income and Redpoint Industrials ...

Peters MacGregor makes marquee hire

STAFF WRITER  |  WEDNESDAY, 8 JUL 2015
... concentrated equity portfolios which are distributed via a retail unit trust, an individually managed account service or a separately managed account.