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Showing 711 - 720 of 1273 results for "managed account"

Managed Accounts Holdings acquires competitor

JAMIE WILLIAMSON  |  TUESDAY, 26 SEP 2017
Managed Accounts Holdings will merge with Linear Financial Holdings and the combined entity is already flagging the delivery of a managed accounts solution to Shaw and Partners clients. MGP submitted a non-binding conditional proposal to purchase 100% ...

Netwealth sells Bridgeport, Pathway

JAMIE WILLIAMSON  |  TUESDAY, 19 SEP 2017
Netwealth is selling its financial advice subsidiaries, choosing to instead focus on its platform and managed accounts solutions. The group has announced that discussions with potential buyers for both Bridgeport Financial Services and Pathway Licensee ...

Mason Stevens wins 2017 Technical Paper of the Year

JAMIE WILLIAMSON  |  MONDAY, 18 SEP 2017
A new benchmark for writing on managed accounts has been set with Mason Stevens taking home the first ever Financial Standard Technical Paper of the Year Award - Managed Accounts. Presented to Mason Stevens' managing director Thomas Bignill at the annual ...

Inaugural Technical Paper of the Year awarded

JAMIE WILLIAMSON  |  MONDAY, 18 SEP 2017
A new benchmark for writing on managed accounts has been set with Mason Stevens taking home the first ever Financial Standard Technical Paper of the Year Award - Managed Accounts. Presented to Mason Stevens' managing director Thomas Bignill at the annual ...

Record turnout drives Managed Accounts Forum success

KARREN VERGARA  |  MONDAY, 18 SEP 2017
Delegates turned out in record numbers at the Sydney International Convention Centre, which played host to this year's Best Practice Forum on Managed Accounts. More than 260 delegates attended the event, including numerous advisers who seized the opportunity ...

Managed accounts demand dominates platform market

KARREN VERGARA  |  SUNDAY, 17 SEP 2017
... functionality is becoming the baseline or the most basic, starting position, he said. The research identified 15 managed account platform providers hosting 580 unique managed portfolios that are offered through 128 investment managers. Dunnin also presented ...

Why managed accounts need a 'no exceptions policy'

KARREN VERGARA  |  FRIDAY, 15 SEP 2017
There are advice practices which will need to set a 'no exceptions policy' when switching to a managed accounts solution, particularly if it faces resistance from staff, says the head of a financial planning and accounting firm. Praescius Financial ...

ASIC toughens MDA suitability rules

KARREN VERGARA  |  THURSDAY, 14 SEP 2017
... responsible if the MDA service if found to be not suitable for the client, Wivell Plater said. The Institute of Managed Account Professionals (IMAP) is in discussions with ASIC about this issue and seeking to remove this requirement, because they are ...

Netwealth and Zenith enter partnership

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2017
... Accelerator services. Zenith joint managing partner David Wright said he has seen a "rapid rise of interest in managed account portfolio solutions" and particular demand from advisers. Netwealth joint managing director Matt Heine said: "Whilst our recent ...

Managed accounts add brilliant value for dealer group

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2017
Managed accounts are enabling an independent advice group to be more disciplined in its investment approach, and adding more value to the client relationship, according to its co-founder. GPS Wealth principal adviser and co-founder, Rob McGregor, who ...