Search Results | Showing 761 - 770 of 965 results for "Managed accounts" |
| | | ... 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 ... |
| | | | ... operator is authorised to provide," IMAP said in its submission. In March this year, ASIC announced that the managed accounts sector would be put through a comprehensive review, addressing areas that have derailed the sector's growth. Among a list of ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 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 ... |
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