Search Results | Showing 61 - 70 of 1272 results for "managed account" |
| | | ... Haynes said. "Jacqueline and her team bring decades of investment experience into the business and will disrupt the managed account industry via genuinely differentiated, advice-led solutions." |
| | | | Both financial advice groups have reported strong first-half performance, underpinned by heightened demand for advice and the expansion of their adviser networks. In the first half of FY26, Centrepoint Alliance's gross revenue rose 12% from the ... |
| | | | Betashares has appointed a new chief marketing officer, as the firm seeks to grow its business across ETFs, managed accounts, superannuation and direct-to-investor offerings. Elaine Herlihy brings more than 25 years of senior marketing experience across ... |
| | | | FinCap Australia has appointed a new head of portfolio construction and investment solutions for its private assets managed accounts (PAMA) platform, designed for wholesale and professional investors. Ben Davis brings more than 25 years' experience ... |
| | | | ... to the client." In one case, an adviser set up an SMSF for a client to facilitate investments into an in-house managed account. This is the point where SMSF advice and managed accounts advice intersect under the remit of the regulator. ASIC previously ... |
| | | | Centrepoint Alliance will offload its lending solutions business to Astute Financial Management to solely focus on licensee services, financial advice, managed accounts and platforms. Under the agreement, Centrepoint said it will retain the lending-as-a-service ... |
| | | | ... of advice services. While at Symmetry, the licensee appointed Drummond Capital as its investment consultant and managed account provider. At the same time, Mitchell worked closely with Drummond from the advice practice side, leading the evaluation and ... |
| | | | Janus Henderson has entered into an agreement to acquire 100% of Richard Bernstein Advisors. Richard Bernstein Advisors is an investment manager focused on longer-term investment strategies that combine top-down, macroeconomic analysis and quantitatively ... |
| | | | ... licensees, many will look to forge strategic partnerships with a "technology backbone". This will be in the form of managed account providers and tech services companies, and consulting firms. "As licensees face increasing pressure to loosen their grip ... |
| | | | ... solutions business at Zenith Investment Partners from 2020, helping transform it into one of the market's leading managed account providers. Under his leadership, funds under management grew from around $1 billion to nearly $6 billion. Before that ... |
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