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Showing 791 - 800 of 1273 results for "managed account"

MDAs overhauled by new regulations

JAMIE WILLIAMSON  |  FRIDAY, 30 SEP 2016
... benefits for the sector. "The removal of no-action letters will drive greater professionalism as discretionary managed account providers will need to comply with higher hurdles of technical proficiency to deliver managed portfolio services to retail ...

CFS to integrate with IRESS

JAMIE WILLIAMSON  |  THURSDAY, 29 SEP 2016
... feedback consistently telling us they are very satisfied, we went out and sourced the best in class capability around managed account technology." He said managed accounts offer some of the benefits of direct ownership of securities with an overlay of ...

Managed accounts market likely bigger than thought

JAMIE WILLIAMSON  |  FRIDAY, 23 SEP 2016
... running $250-300 million in-house - that's still a very big number, and that's without including the other types of managed account providers and platforms. There's just no way to accurately measure all of the money being managed with discretion."

Netwealth introduces global managed account solution

JAMIE WILLIAMSON  |  FRIDAY, 23 SEP 2016
Platform provider netwealth launched a new international managed account solution. The offering will provide investors and advisers with direct exposure to global equity markets while ensuring professional management, trade execution and administration. ...

Well-known stockbroker launches own SMAs

JAMIE WILLIAMSON  |  FRIDAY, 23 SEP 2016
A well-known stockbroker has introduced two managed accounts strategies aimed at retail investors and advisers. Owner and author of daily stockmarket newsletter Marcus Today, Marcus Padley has introduced two SMAs, partly to service the clients of Marcus ...

Report outlines impact of MDA operation reforms

JAMIE WILLIAMSON  |  WEDNESDAY, 21 SEP 2016
... on their licence in order to continue doing so or, alternatively, they would need to partner with an existing managed account provider. "Forward-thinking advisers are already making changes to ensure their business processes are efficient, sustainable ...

Experts give insights at 2016 Managed Accounts Forum

JAMIE WILLIAMSON  |  SUNDAY, 11 SEP 2016
More than 200 delegates attended the recent 2016 Financial Standard Managed Accounts Forum, hosted at the Grand Hyatt in Melbourne. The event program was jam-packed with presentations and panel session discussions featuring some of the industry's most ...

Watershed SMA makes the right calls

MICHELLE BALTAZAR  |  SUNDAY, 11 SEP 2016
... which lost 2.48%, giving outperformance of 9.34%. In its July monthly report, the group's international separately managed account (SMA) showed it outperformed its benchmark in every quarter. The SMA aims to outperform the MSCI World Index (AUD) over ...

Class integrates with startup to help advisers

JAMIE WILLIAMSON  |  FRIDAY, 9 SEP 2016
... now be able to help this group of people via Class." Class also recently partnered with MA Operator to deliver managed account and direct client portfolio services to financial advisers, and Rubik to provide accountants holding limited licenses with ...

Advisers need to control the finance food chain

JAMIE WILLIAMSON  |  THURSDAY, 8 SEP 2016
The food chain of financial advice has long been the wrong way around and needs to change, says Implemented Portfolios' co-founder and chief executive of strategic development Santi Burridge. Speaking at the recent Financial Standard Managed Accounts ...