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Showing 751 - 760 of 952 results for "Managed Accounts"

SelfWealth announces tie up with iShares

MARK SMITH  |  THURSDAY, 18 APR 2013
... iShares. Australia head of iShares Mark Oliver said the SelfWealth platform was like Facebook for separately managed accounts (SMAs). "SelfWealth's functionality means that where an investor decides that he or she wants to replicate an aspect of what ...

MDA guidance review will bring coherence and consistency

LAURA MILLAN  |  THURSDAY, 28 MAR 2013
... sector," Crystal Wealth responsible manager John McIlroy said. "It doesn't matter if you are an adviser of MDA, Self Managed Accounts or Investor Directed Portfolio Services, you will need to have the same license authorizations." The new regulation ...

Managed accounts set for an overhaul

LAURA MILLAN  |  MONDAY, 11 MAR 2013
For the first time in nine years, the country's financial services regulator is placing the managed accounts sector through a comprehensive review, addressing grey areas and fixing major drawbacks that have long derailed the sector's growth. Institutions ...

Praemium voted responsible entity for BlackRock SMA

MARK SMITH  |  MONDAY, 10 DEC 2012
... Investment Management has confirmed that Praemium Australia will become the responsible entity for its separately managed accounts (SMA) scheme. The SMA scheme, known as the BlackRock Customised Portfolio Service (CPS) has more than $660 million in funds ...

Mason Stevens appoints head of equities

MARK SMITH  |  TUESDAY, 16 OCT 2012
... around $1.8 billion of funds under management. Mason Stevens is an independent asset management firm which offers managed accounts, client-directed portfolio accounts and structured solutions. Chemello has previously held positions with ING Investment ...

AustSuper adds hedge IEq option

ALEX DUNNIN  |  WEDNESDAY, 10 OCT 2012
... most open in the industry fund sector, although compared to traditional retail offerings it's still limited. But managed accounts and low-cost retail funds offering direct share trading - allowing fund members to trade ETFs and gain exposure to global ...

Financial Simplicity boosts managed accounts offering

LINDA HAUSKEN  |  FRIDAY, 21 SEP 2012
Financial Simplicity has upgraded its managed accounts offering to include a personalised multi-tax wrapper rebalancing to model portfolios for its wealth management clients. This new functionality has been added to enable wealth managers to calculate ...

Praemium captures BlackRock's SMA business

LINDA HAUSKEN  |  WEDNESDAY, 19 SEP 2012
Praemium Australia is poised to take over BlackRock Investment Management's Separately Managed Accounts business after it yesterday entered into an agreement with the fund manager. The completion of the transaction, however, is subject to a number of ...

Powerwrap's platform offers advisers full choice

LINDA HAUSKEN  |  MONDAY, 3 SEP 2012
... 200 managed funds, with a further 1,000 available upon request, all listed securities on the ASX, Separately Managed Accounts (SMAs), a range of Term Deposits and a choice of cash accounts. "The difference between our platform and other platforms is ...

IAS renews partnership with SS&C

LINDA HAUSKEN  |  THURSDAY, 23 AUG 2012
Australian managed accounts provider, Investment Administration Services (IAS) has renewed its affiliation with global financial services software provider, SS&C Technologies through the use of the firm's Global Wealth Platform to support its managed ...