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Showing 61 - 70 of 974 results for "Managed accounts"

ASIC targets potential vertical integration in managed accounts

KARREN VERGARA  |  FRIDAY, 17 OCT 2025
... Stopping short of calling it vertically integrated, ASIC warns it aims to uncover any conflicts of interests in the managed accounts sector particularly as more AFSLs build in-house products. ASIC commissioner Alan Kirkland said the managed accounts ...

Lonsec recruits sales head

ELIZABETH FRY  |  THURSDAY, 16 OCT 2025
... two business units - Lonsec Research and Ratings, and Evidentia Group. This followed the purchase of specialist managed accounts business Evidentia Group by Lonsec's parent company, Generation Development Group.

Vanguard partners to launch core-satellite portfolios for advisers

MATTHEW WAI  |  THURSDAY, 16 OCT 2025
... model portfolio offering. The Vanguard Core-Satellite Model Portfolios are available to advisers as separately managed accounts (SMAs) and encompass five multi-asset portfolio options ranging from 'Conservative' to 'All Growth'. Designed for long-term ...

Full automation key for business success, but not investments

MATTHEW WAI  |  WEDNESDAY, 8 OCT 2025
... full implementation as they look to maintain oversight for nuanced judgment calls. "With data, automation, and managed accounts, Stars are transforming investment operations into a streamlined, intelligent system," Netwealth said. "Over six in 10 Stars ...

Clime gains ground on culture, business model reset

KARREN VERGARA  |  FRIDAY, 3 OCT 2025
... respectively. It recently grew funds under management, advice and mandates to $1.7 billion, offering individually managed accounts, managed funds and separately managed accounts. What Baragwanath is also prioritising is the rationalisation of products ...

Managed portfolios now the default: AMP

ANGELIQUE MINAS  |  THURSDAY, 2 OCT 2025
... by 25% in FY25, reaching $256.24 billion by June 30. Report findings show that two thirds of advisers now use managed accounts, despite only one-third of advised assets being in managed portfolios. AMP general manager of managed portfolios and investments ...

Colonial First State partners with MST Financial

ANGELIQUE MINAS  |  TUESDAY, 23 SEP 2025
... as well as access, buy, hold, or sell notes for all companies under research coverage. Executive director of managed accounts Frances Taylor said: "In an environment flooded with market data, this collaboration helps advisers cut through the noise - ...

BT launches new low-cost investment menu

ANGELIQUE MINAS  |  FRIDAY, 19 SEP 2025
... partnership will enable a broad diversification across asset classes, as the platform allows BT to leverage its managed accounts capability and centralises Vanguard's global diversified portfolio. Focus boasts a selection of managed portfolios and funds ...

Salary report shows 23% pay gap for top BDMs

MICHELLE BALTAZAR  |  THURSDAY, 11 SEP 2025
... between the targets and the tough capital-raising environment last year has led to more BDMs changing roles, with managed accounts and ETF providers ranked high on their employer choice list.

Advisers favour third-party support in product selection

MATTHEW WAI  |  MONDAY, 8 SEP 2025
... and asset consultants continue to play a pivotal role in financial advisers' product selection, especially in managed accounts and superannuation, Investment Trends says. According to its 2025 Adviser Product and Marketing Needs Report, which provides ...