Search Results | Showing 61 - 70 of 249 results for "SMAs" |
| | | ... (SMA) with a new solution, lowering fees. InvestSMART is transitioning about $100 million of client money from its Praemium SMAs to a new professionally managed accounts (PMA) solution, the company said. Praemium said the amount in the SMA solution was ... |
| | | | The employment outlook for the financial services sector is at a six-year high, despite the Royal Commission. Latest figures from Manpower show the net employment outlook for the finance, insurance and real estate sectors is up 21% for the fourth quarter ... |
| | | | A new financial advice firm operating as a charity is changing the lives of low income earners in Western Australia. Registered with the Australian Charities and Not-For-Profit Commission, Leda Financial Advice was founded by financial adviser Michael ... |
| | | | ... whether that's through our low cost managed funds, ETFs or through managed accounts." The deal now brings the total number of SMAs available on Macquarie Wrap to 119, offered by 33 different investment managers. Its funds under administration now exceed ... |
| | | | ... transaction by transaction, he warned. That requires advisers to revert to an "advice only, ROA service model" that might include SMAs, he said. On August 6, ASIC released an information paper for advisers and licensees who have been using the No-action ... |
| | | | ... managed accounts to its clients. On a smaller scale but just as significant, Praemium saw its separately managed accounts (SMAs) deliver $12 million in first-half revenues, up 47% compared to the same period last year. Meanwhile, newly-listed group Netwealth ... |
| | | | ... the market to enable advisers to access global investments via managed accounts solutions. The platform administers IMAs, SMAs and MDAs and helps advisers structure clients' money in a flexible and customisable way, he added. Storm said having worked ... |
| | | | ... offerings, raking in 47% higher revenues in the first half of FY18 as compared to H1 FY17, Financial Standard reported on May 30. SMAs were the top contributor jumping from $8 million in revenue to about $12 million. The numbers follow Praemium's ... |
| | | | ... presentation signed by chief executive Michael Ohanessian, who has also recently been reinstated to the firm's board. SMAs were the top contributor jumping from $8 million in revenue to about $12 million. The numbers follow Praemium's push to ... |
| | | | ... for our RE services. We believe having a third party RE assists financial planning groups when they begin developing their SMAs and Alan will assist with that build," he said. Ironbark also appointed a new strategic accounts and research relationship ... |
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