Search Results | Showing 761 - 770 of 985 results for "Managed Accounts" |
| | | ... customisation and transparency but they also needed quality advice. "SMAs may overcome some of the limitations of managed accounts however, they are not for everybody," he said. "Investors need to seek professional advice to ensure that an SMA is the ... |
| | | | ... new product classes or reinventing old ones to give people access to money along the way." According to Dunnin, managed accounts, negatively geared property, margin lending, and traditional retail managed funds could come to the fore as funding solutions ... |
| | | | ... impossible for individual investors to navigate without assistance," Elkins said. Colonial First State has identified managed accounts, retirement and SMSFs as strong future trends for the advice industry and driving forces behind platform innovations ... |
| | | | ... that also have some managed account features, including Macquarie, Asgard, BT and AMP, with the implication that managed accounts are set to become a growing force within the platform sector, not a direct threat. Crucially, they present additional opportunities ... |
| | | | ... advisers using the more advanced and complex functionality that will be also be available. According to Heine managed accounts offer efficiencies such as "the ability for clients or advisers to personalise their investments; they include a number of ... |
| | | | Colonial First State has launched a suite of separately managed accounts (SMAs), now available to Commonwealth Private clients. The 11 different SMAs cover a range of strategies, from conservative to growth options. Some are wholly managed, while others ... |
| | | | Managed account provider OneVue is pitching its services to industry super funds that may be looking to add low cost platform functionality in an effort to meet the investment needs of high-end fund members who may otherwise be tempted to set up their ... |
| | | | Managed Accounts Holding Limited, the holding company for managedaccounts.com.au, is on track to become listed on the ASX after it successfully lodged its prospectus with the Australian Securities and Investments Commission (ASIC) for an initial public ... |
| | | | Federation Managed Accounts (Federation) have been added to the Australian Unity Personal Financial Services' (AU PFS) approved platform list. AU PFS chief executive officer Steve Davis said the operational structure of the platform coupled with the ... |
| | | | Federation Managed Accounts Platform has added the Pengana Australian Equities Fund to its offering, available for advisers and their clients. The fund has a focus on capital preservation and downside protection and has generated a return of 13.2% per ... |
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