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Showing 781 - 790 of 965 results for "Managed accounts"

Rainmaker releases 2012 platform report

RACHEL DAVIS  |  TUESDAY, 17 APR 2012
... offered by platforms will continue to cement their role in the wealth management market with only Separately Managed Accounts and self-managed super funds offering a long term strategic threat.

AMP appoints interim Multiport head

RACHEL DAVIS  |  THURSDAY, 12 APR 2012
... planning at ipac and will transition into the role in an interim capacity from April 16. Multiport, an SMSF and managed accounts provider was purchased by AXA Australia in 2009 and became part of the AMP Group in 2011 following the AMP/AXA merger. AMP's ...

OneVue continues to target medical profession

MELANIE TIMBRELL  |  TUESDAY, 27 MAR 2012
... medical professionals, capabilities being touted include wholesale managed funds, direct equities and separately managed accounts. Real-time broking, consolidated reporting via a private-label website and access to a web-based budgeting and planning ...

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 ...