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| | | ... $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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | 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% ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | 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 ... |
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