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Showing 731 - 740 of 1273 results for "managed account"

Managed accounts growth delivers strong Praemium result

JAMIE WILLIAMSON  |  MONDAY, 14 AUG 2017
After a dramatic 12 months, a strategic focus on managed accounts and the increasing number of financial advisers embracing them has been cited as a key driver behind Praemium's FY2017 results. The platform and managed accounts provider reported a 28% ...

Managed accounts forum unveils new format, adviser focus

DARREN SNYDER  |  TUESDAY, 8 AUG 2017
... there are more players in this sector now than ever before and that traditional platform operators are adding managed account type functionality into their regular offerings," he said. "In this way managed accounts are becoming the new baseline in what ...

Advice, ETFs and SMAs form powerful combination

JAMIE WILLIAMSON  |  THURSDAY, 3 AUG 2017
Advice businesses seeking greater scalability stand to significantly benefit from the use of exchange-traded funds in separately managed accounts. Speaking at the Financial Standard ETF Forum in Melbourne yesterday, head of iShares Jon Howie told delegates ...

DNR scores high in first Zenith SMA review

ALEX BURKE  |  MONDAY, 31 JUL 2017
Zenith has commenced reporting on the Australian equities separately-managed accounts (SMA) sector, awarding DNR Capital three "recommended" ratings in the process. DNR Capital's Australian Equities Income Portfolio, Australian Equities High Conviction ...

Surge in adviser demand for managed accounts: Research

KARREN VERGARA  |  MONDAY, 24 JUL 2017
The number of advisers allocating clients' new money or inflows to managed accounts have almost trebled in the last four years, joint research from NAB and Investment Trends shows. This figure has jumped "very substantially" from 10% in 2013 to 26% ...

New super product for investment savvy

JAMIE WILLIAMSON  |  WEDNESDAY, 19 JUL 2017
A managed accounts provider is entering the realm of superannuation products, providing financial advice clients with an alternative to traditional super vehicles. WealthO2, the fintech behind MA Operator and MDA Operator, has launched a range of software ...

MDA provider builds custom solution

JAMIE WILLIAMSON  |  WEDNESDAY, 19 JUL 2017
Another financial advice group is embracing managed accounts, partnering with provider managedaccounts.com.au to create a bespoke solution. The MDA provider has partnered with The Wealth Partnership in what managedaccounts.com.au head of distribution ...

Last chance: Financial Standard ETF Forum

DARREN SNYDER  |  MONDAY, 17 JUL 2017
The Financial Standard Best Practice Forum on Exchange Traded Funds is a fortnight away and there's limited space left for financial advisers and other industry professionals. Following a successful inaugural event in Sydney last year, the 2017 Best ...

IRESS and MainstreamBPO in super admin deal

KARREN VERGARA  |  THURSDAY, 13 JUL 2017
Fund administrator MainstreamBPO announced it will acquire a portion of IRESS' superannuation administration business. IRESS has agreed to divest its superannuation administration business for customer-owned banks and deploy 14 super fund clients to ...

Real Asset Management embraces SMAs

JAMIE WILLIAMSON  |  THURSDAY, 13 JUL 2017
As part of an extension of its product range, Real Asset Management now offers two separately managed account strategies. Available via Macquarie Wrap, RAM's Diversified Fixed Interest & Credit SMA and its Listed Interest Rate Securities SMA strategies ...