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| | | ... experts describing what's involved with the Asia funds passport, how to differentiate the different types of managed accounts and sweep through who's moving around the industry and what new products are coming down the pipeline. You can read these articles ... |
| | | | ... the BT, Macquarie and netwealth platforms, with other platforms in the pipeline for 2013, including separately managed accounts (SMAs). The Fund also allows for direct investment, provided investors meet the $25,000 minimum entry point. It launched on ... |
| | | | ... and allows SMSFs to gear directly into property. It also covers multiple asset classes including managed funds, managed accounts, model portfolios, direct property, listed securities, ETFs, cash, term deposits, hybrids, REITs and LICs. Global One also ... |
| | | | ... focusing on the development of all BT Financial equities products, a range of offer that includes protection, managed accounts and lending. Steed will report to BT Financial head of Equity and Gearing Solutions, Anthony Potts, who reports to head of ... |
| | | | ... Commonwealth Bank, online trading with Commsec, compliance, term deposits with Australian Money Market, separately managed accounts with Macquarie's Personal Portfolio, and insurance with Australian Group Insurances Australia Limited. Xpress Super is ... |
| | | | ... partnered with newly-created Federation Alliance to launch a non-aligned investment platform. The Federation Managed Accounts platform offers access to a range of investment options and provides investment administration including consolidated reporting ... |
| | | | ... domestic equities were available. "Investors, particularity SMSFs, want greater visibility of their investments and managed accounts provide this. Through our managed account service, advisers are now able to asset allocate across domestic equities ... |
| | | | ... delegate management, but also wanting to keep tabs on their investments, are being urged to consider separately managed accounts (SMAs) and managed discretionary accounts (MDAs). SMSF solution provider Xpress Super announced yesterday that it had added ... |
| | | | ... programs," Patrick Newcomb, senior analyst at Cerulli Associatesm said. "The majority of firms launched unified managed accounts (UMAs) in the past few years, which have done little to reduce the total number of program offerings at each firm." Asset ... |
| | | | ... previously popular sector in favour of self managed super funds and other retail channels such as separately managed accounts, direct placements into the share market, bank term deposits and possibly negatively geared property. Reinforcing the systemic ... |
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