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| | ... heart of the advice tech stack, bringing together the software that sits inside advisers' practices, with managed accounts at its core. "CFS Edge integrates seamlessly into the advice technology stack, unifying business technologies through advanced ... |
| | | ... heart of an advice tech stack, bringing together the software that sits inside advisers' practices, with managed accounts at its core. "CFS Edge integrates seamlessly into the advice technology stack, unifying business technologies through advanced ... |
| | | ... long-standing partnership with the CBRE investment team through its four existing funds, and UBS' expertise in managed accounts globally. "Additionally, this launch comes at an opportune time," she said. "Whilst REITs, like most asset classes, have experienced ... |
| | | ... the volume of FUM they serve, but its need for financial advisers. "Reinforcing this, while new FUM vectors in managed accounts and ETPs are growing rapidly, its volumes are only minor in market-wide terms," Rainmaker said. "This leads to a conundrum ... |
| | | In opening the Financial Standard Managed Accounts Forum, MLC head of investment consulting (managed accounts) Brent Bevan explained the greatest roadblocks that stop the creation, adoption, or rollout of managed account programs. Addressing how there ... |
| | | ... Investment Management has entered a strategic alliance with Marcus Today to manage the latter's $70 million managed accounts portfolio. Under the deal, Clime will manage Marcus Today's managed accounts portfolios under the Ralton Asset Management ... |
| | | ... standards, while also more simply and transparently conveying the nature of their expected risk." Additionally, MLC managed accounts have reached $500 million in under two years. Komadina commented that it's a testament to an expert team. "We have a ... |
| | | ... Russell Investments, and DNR Capital are all nominated for the inaugural award for best ESG portfolio. For licensee managed accounts, Alvia Asset Partners, DWA, Halcyon, Morgan Stanley Wealth Management, and Oreana Financial Services Portfolio Advisory ... |
| | | ... the firm's offering of complementary managed account solutions to financial advisers, whether it be separately managed accounts (SMA) or the adoption of MDA services. Terms of the deal were not disclosed but it is expected to positively impact Lonsec's ... |
| | | ... Wamsteker also paid credit to Praemium's cornerstone product and highest revenue earning service, its separately managed accounts (SMA) offering. "The SMA added annual net inflows of $3 billion, and $284 million for the quarter. It's annual net funds ... |
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