Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 791 - 800 of 953 results for "Managed Accounts"

Praemium appoints new CEO as platform business booms

MATT WOODINGTON  |  TUESDAY, 9 AUG 2011
... $45.6 billion in funds under administration as of June 30. The company administers $554 million for separately managed accounts in Australia, while in the UK where it also manages funds, it has GBP283.3 million on its platforms, up from GBP115.7 million ...

Industry uncertainty limits MDAs

ELISE BURGESS  |  THURSDAY, 28 JUL 2011
... discretionary accounts to their full potential, but new reforms may soon push them into the spotlight, said Institute of Managed Accounts Providers. The Institute of Managed Accounts Providers (IMAP) reported a rising interest in managed discretionary ...

Planners remain wary of switching cash to equities

MATT WOODINGTON  |  MONDAY, 25 JUL 2011
... capital has deteriorated," said Damien Jordan, director, Jordan Financial Solutions. Individually and separately managed accounts have been a popular way for SMSFs to get some share exposure and IMA provider Implemented Portfolios said it has continued ...

Growing SMA use hits education barrier

ALISON BEVEGE  |  TUESDAY, 19 JUL 2011
Financial advisers are gradually increasing their use of separately managed accounts, with education forming a barrier to widespread uptake of the structure, new research has found. The 2011 Separately Managed Accounts Report found that while just 18% ...

BNP Paribas return to defensive fixed income

ELISE BURGESS  |  MONDAY, 4 JUL 2011
... and third party distributors. Retail investors can also access the fixed income capability through separately managed accounts, which will be invested in a portfolio of between 10 and 20 Australian fixed income and hybrid securities. Robert Harrison ...

Bendigo Wealth expands, restructures with seven senior appointments

ALISON BEVEGE  |  FRIDAY, 24 JUN 2011
... MySuper reforms and new legislation. She said the wealth management firm would also be rolling out its separate managed accounts platform. While the non-super version had been launched already, a superannuation version would be on the market by next ...

HFA's Lighthouse wins $500m mandate

ELISE BURGESS  |  TUESDAY, 21 JUN 2011
... increase HFA's assets under management, currently at $5.3 billion. The mandate will be placed into Lighthouse's managed accounts program and related funds. Currently Lighthouse offers a number of different hedge fund investment strategies through around ...

Innovative platforms create $397 bn industry

ELISE BURGESS  |  FRIDAY, 6 MAY 2011
... model portfolios that can be linked to clients in bulk, the introduction of investment models such as Separately Managed Accounts (SMAs) and term deposits, more control to dealer groups and practice managers for over approved investment lists. "Over ...

Managed accounts central to advisers

ELISE BURGESS  |  THURSDAY, 5 MAY 2011
Advisers should be using managed accounts to be adviser, manufacturer and the central figure in their clients' financial lives, attendees were told at yesterday's Financial Standard Managed Accounts forum held in Sydney. Advisers can use managed accounts ...

Planners upscale with managed accounts

MICHELLE BALTAZAR  |  THURSDAY, 5 MAY 2011
Today's breed of managed accounts can give financial advisers the scale they need to grow their business despite mounting regulatory hurdles, experts said at the Financial Standard Managed Accounts forum. James Mirams, financial adviser and director ...