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Showing 771 - 780 of 1273 results for "managed account"

Perpetual growing high net worth segment

KARREN VERGARA  |  THURSDAY, 23 FEB 2017
Perpetual's financial advisory arm for high net worth individuals, Perpetual Private, helped boost the company's profit in the six months to December. Perpetual Private posted profit before tax of $18.7 million, up 9% on the previous corresponding period. ...

IMAP ensuring greater representation for MDAs

JAMIE WILLIAMSON  |  THURSDAY, 23 FEB 2017
Ahead of new regulatory requirements the Institute of Managed Account Professionals will establish a sub-committee to represent the interests of managed discretionary account providers. Commencing in March, the MDA Providers Forum will be an invitation-only ...

Antares reaches landmark managed accounts FUM

JAMIE WILLIAMSON  |  TUESDAY, 21 FEB 2017
Highlighting the continuing growth of the managed accounts space, NAB-aligned Antares Equities achieved more than $1 billion in funds under management across its separately managed accounts model portfolios. Described as a huge milestone for the Australian ...

Vanguard introduces low-cost active funds

EMMA RAPAPORT  |  MONDAY, 20 FEB 2017
Vanguard Australia is now offering three quantitative low-cost active funds as part of an expansion to its product offering. The three new funds: Vanguard Global Quantitative Equity Fund; Vanguard Global Value Equity Fund; and Vanguard Global Minimum ...

Australian Unity partners for managed account solution

JAMIE WILLIAMSON  |  THURSDAY, 9 FEB 2017
... director Matt Heine said: "Netwealth is delighted to further strengthen its relationship with Australian Unity with a managed account that offers three private label diversified models, together with access to a broader panel of professional mangers ...

New white labels highlight OneVue growth

JAMIE WILLIAMSON  |  THURSDAY, 9 FEB 2017
... Prosperum Wealth and an unnamed profit-for-member firm. "OneVue's focus on developing a contemporary platform and managed account solution is garnering traction in the market especially after launching the FUND.eXchange initiative late last year," OneVue ...

Fund manager launches new IMA

JAMIE WILLIAMSON  |  FRIDAY, 3 FEB 2017
TAMIM Asset Management issued a new individually managed account solution this week, making it available to clients of the boutique fund manager. The investment philosophy behind the TAMIM Australian Equity All Cap Value IMA is focused on buying quality ...

Planning firm to launch Netwealth private label

JAMIE WILLIAMSON  |  WEDNESDAY, 21 DEC 2016
Netwealth is entering another private label partnership with a self-licensed planning firm. Securinvest, a boutique financial planning group based in Victoria, will deliver a private label version of Netwealth's managed accounts offering to clients. ...

Non-aligned advisers gifted growth opportunity

JAMIE WILLIAMSON  |  THURSDAY, 15 DEC 2016
Opportunities for non-aligned financial advisers to provide quality advice are growing as the industry's historically bad behaviour continues to repeat itself. That is the view of the 2016 AFA Practice of the Year Award winner Sam Henderson. Speaking ...

Managed accounts and goals based advice prompts name change

JAMIE WILLIAMSON  |  THURSDAY, 15 DEC 2016
The rise of managed accounts and goals based advice will see the Association of Real Return Investment Advisers (ARRIA) begin 2017 with a rebrand. Now known as the Association of Goals Based Advice (AGBA), the name change is representative of advisers ...