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Showing 61 - 70 of 1238 results for "managed account"

Entireti launches SMA, portfolio management service

ANGELIQUE MINAS  |  WEDNESDAY, 1 OCT 2025
Entireti has launched Salita Portfolio Services (Salita), its new managed account and portfolio management service. The platform is designed to support all licensed and self-licensed practises within its network, which comprises Akumin, Fortnum, Personal ...

Colonial First State partners with MST Financial

ANGELIQUE MINAS  |  TUESDAY, 23 SEP 2025
... inclusion of Fidelity Group Top 50. Taylor said: "Our ambitious roadmap is focused on providing advisers with managed account solutions that provide them with efficiency, transparency and enable them to deliver better outcomes for their clients."

BT launches new low-cost investment menu

ANGELIQUE MINAS  |  FRIDAY, 19 SEP 2025
BT is launching 'Focus' on its Panorama platform, a new low-cost investment menu in partnership with Vanguard Investments Australia. Available from October, the menu is designed to assist financial advisers in delivering scalable, cost-effective platform ...

Salary report shows 23% pay gap for top BDMs

MICHELLE BALTAZAR  |  THURSDAY, 11 SEP 2025
More distribution executives are seeking careers in the wholesale market as demand for super fund BDMs slow, Kaizen's latest salary report shows. Kaizen's Funds Distribution Salary Guide FY2025-26 found that salaries have remained flat in the ...

Advisers favour third-party support in product selection

MATTHEW WAI  |  MONDAY, 8 SEP 2025
Research 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 ...

Praemium partners to offer more global options

MATTHEW WAI  |  TUESDAY, 2 SEP 2025
Praemium has integrated Clearstream's Vestima into its Spectrum platform, offering global fund access and operational efficiency for financial advisers. Vestima supports over 245,000 funds across 55 markets with nearly €4 trillion ($7tn) in assets ...

Alternatives, international equities dominate mandates

ELIZA BAVIN  |  FRIDAY, 29 AUG 2025
The number of contestable investment mandates rose to 6007 in the March quarter of this year, according to the latest Rainmaker Mandate Chaser report. Managed accounts was the largest market segment with 2658, followed by 2368 for super, 770 for investment ...

Centrepoint Alliance profits down $2.6m

MATTHEW WAI  |  WEDNESDAY, 27 AUG 2025
... early stages of commercialisation, Centrepoint Alliance said, focussing on onboarding advisers, expanding the managed account offering and completing integrations with adviser software applications. The deal with Brighter Super also saw three advisers ...

Powerwrap drags Praemium performance, SMAs shine

KARREN VERGARA  |  MONDAY, 25 AUG 2025
Praemium's separately managed accounts (SMA) business reported $610 million of net inflows while Powerwrap's outflows topped $299 million for the 2025 financial year. In addition to the SMA business, total funds under administration (FUA) was ...

Winners named in annual IMAP Managed Account Awards

MATTHEW WAI  |  FRIDAY, 22 AUG 2025
The Institute of Managed Account Professionals (IMAP) has announced the winners of the 2025 IMAP Managed Account Awards across nine categories, with Morgan Stanley Wealth Management Australia taking out two categories. Morgan Stanley Wealth Management ...