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Showing 781 - 790 of 953 results for "Managed Accounts"

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 ...

European DC Pension market to hit A$3.7tr by 2015

ALEX DUNNIN  |  THURSDAY, 10 NOV 2011
... which have been operating multi-management funds and pioneering development of platforms including separately managed accounts..

IMAs not a product but a business model

ALEX DUNNIN  |  THURSDAY, 3 NOV 2011
Managed accounts should not be viewed as yet another product but a whole new business model that could help make advisers future-proof, according to Financial Simplicity's Stuart Holdsworth. Holdsworth said managed accounts, and especially individually ...

ASIC annual report highlights industry trends

ELISE BURGESS  |  MONDAY, 31 OCT 2011
... of misconduct reports were escalated for compliance, investigation or surveillance. Meanwhile, the number of managed accounts being launched in the last 12 months was almost half that of the previous year, with 245 funds launched in the 2010-2011 year ...

PPM expands portfolio management team

CLAIRE MCGREAL  |  MONDAY, 24 OCT 2011
... specialist Ian Hardy to its portfolio management team. Hardy comes from Centric Portfolio Managers, the individually managed accounts (IMA) arm of Centric Wealth, where he was chief investment officer, overseeing more than $300 million in funds under ...

Multiport hits $2bn

ALEX DUNNIN  |  MONDAY, 24 OCT 2011
... features such as news feeds, how to guides, technical libraries and third party product associations such as managed accounts. They are also developing other investment services that may have relationships with super wraps or broking houses. One player ...

OneVue to expand its UMA platform distribution

CLAIRE MCGREAL  |  TUESDAY, 11 OCT 2011
... their clients' fixed interest securities and term deposits, traditional WRAP accounts, managed funds, separately managed accounts, listed securities and cash all on the one platform." OneVue will soon launch its retail super and insurance offering through ...

Beulah seizes post-FOFA opportunity

ELISE BURGESS  |  WEDNESDAY, 14 SEP 2011
... across a range of industries. Christian Ryan, director of Beulah, told Financial Standard that the advantage of managed accounts was the transparency of the investments and costs and the ability to be flexible with individual client portfolios, which ...

Praemium capital raising for growth

RACHEL DAVIS  |  FRIDAY, 9 SEP 2011
... and marketing to drive revenues of our core portfolio administration service in Australia and our separately managed accounts (SMA) services in both Australia and the UK." The new placement is subject to shareholder approval at Praemium's annual meeting ...

SMAs drive interest into concentrated Australian equity funds

ALISON BEVEGE  |  FRIDAY, 2 SEP 2011
... senior investment analyst for Lonsec, said there had been an increase in concentrated strategies, with separately managed accounts (SMA) driving growth. "More concentrated strategies (typically holding 15 to 35 stocks) are generally better suited fro ...

Editor's Choice

Federal Court calls out ASIC for re-running case on appeal

RIDDHIMA TALWANI  |   12:39PM
The Full Federal Court of Australia has criticised regulators for falling back on appeals to re-litigate cases on a different legal basis than the one run at trial.

Evergreen founder exits Ascalon Capital

KARREN VERGARA  |   12:33PM
Ascalon Capital has bid farewell to Evergreen Consultants' founder Angela Ashton, shortly after acquiring the consulting firm last year.

Powerhouse Ventures partners with European fund manager

KARREN VERGARA  |   12:10PM
ASX-listed Powerhouse Ventures has partnered with an unnamed European fund manager that will commit US$50 million to its fledgling Critical Infrastructure Opportunities (CIO) Fund.

KeyInvest unveils new investment platform, awards mandate

MATTHEW WAI  |   12:28PM
KeyInvest has launched a new investment platform to include a plethora of investment strategies ranging from private credit to global equities.

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