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Showing 771 - 780 of 952 results for "Managed Accounts"

AIOFP selects OneVue platform

ELISE BURGESS  |  TUESDAY, 20 MAR 2012
... establishing self-managed super funds (SMSFs). "Through the OneVue platform advisers can also manage separately managed accounts, fixed interest securities and term deposits, traditional WRAP accounts, managed funds, listed securities and cash all on ...

Macquarie sees managed accounts surge

ELISE BURGESS  |  THURSDAY, 15 MAR 2012
... Portfolio Management has signed white label and co-branded product agreements to provide individually and separately managed accounts to two groups with its distribution now reaching over 30 financial advisory dealer groups. The managed accounts provider ...

Mason Stevens buys 2020 Funds Management

ELISE BURGESS  |  MONDAY, 5 MAR 2012
Managed accounts provider Mason Stevens has bought 2020 Funds Management Limited and 2020 DIRECTINVEST to create a new entity, One Capital Management. Mason Stevens and 2020 Funds Management product capabilities, with a new focus on the SMSF market ...

Aviva DSMA stays strong after nabInvest acquisition

MELANIE TIMBRELL  |  MONDAY, 27 FEB 2012
... acquisition, and the service's strategic fit within NAB," said Standard & Poor's. Aviva Investors Direct Separately Managed Accounts (DSMA) is an SMA administration service for separately managed accounts that gives retail investors cost-competitive ...

HUB24 increases FUM by half a billion dollars

CLAIRE MCGREAL  |  FRIDAY, 17 FEB 2012
... capabilities, an enhanced user interface, direct fixed interest capability and Exchange Traded Options within Separately Managed Accounts.

OneVue adds retail super to platform

MELANIE TIMBRELL  |  THURSDAY, 9 FEB 2012
... invest in managed portfolios, something that was previously only possible through OneVue's range of separately managed accounts, as well as selected wholesale managed funds," said Mckeage. "What is unique about the ability to invest in these managed ...

OneVue to build consumer platform

RACHEL DAVIS  |  THURSDAY, 15 DEC 2011
... platform to AMA members who will have the ability to access wholesale managed funds, direct shares and separately managed accounts (SMAs) all on the one platform. Sherlock Consulting Director Matthew Sherlock said by utilising WealthDirect, AMA members ...

Managed accounts get FOFA boost

ELISE BURGESS  |  TUESDAY, 6 DEC 2011
... Institute of Managed Account Providers (IMAP) recently said the Future of Financial Advice (FOFA) reforms is making managed accounts mainstream for advisers with IAS reporting higher levels of advisers adopting the technology. Eight new private label ...

MasterKey Custom upgrades to MLC Wrap

ELISE BURGESS  |  FRIDAY, 2 DEC 2011
... portfolio management tools and self-managed super fund (SMSF) offer with MLC's Navigator technology and Separately Managed Accounts (SMAs). Other features now available to MasterKey Custom clients include access to over 300 managed funds, ASX listed ...

IMAP: Make changes early to get FOFA ready

CLAIRE MCGREAL  |  FRIDAY, 18 NOV 2011
... tied to a fund or a volume-based remuneration system." According to IMAP, the reforms will see the emergence of managed accounts for advisers. "Managed accounts will be a key vehicle by which advisers reposition their relationship with clients from product ...