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Showing 801 - 810 of 1274 results for "managed account"

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 ...

Powerwrap launches SMA service

MARK SMITH  |  THURSDAY, 8 SEP 2016
Platform provider Powerwrap has launched a separately managed account (SMA) offering, designed to provide advisers and clients with improved investment opportunities by allowing managers to be more responsive to market conditions in real-time. The new ...

What to consider before opting for managed accounts

JAMIE WILLIAMSON  |  WEDNESDAY, 7 SEP 2016
Staying true to your investment philosophy and understanding your objectives is key to ensuring success when entering the managed accounts market. That was the key takeaway from a panel session at the 2016 Financial Standard Managed Accounts Forum. ...

Mason Stevens delivers new SMA offering

JAMIE WILLIAMSON  |  TUESDAY, 6 SEP 2016
Mason Stevens has introduced a retail Australian fixed income separately managed account. The Mason Stevens Fixed Income SMA, which requires a minimum investment of $100,000, was developed in response to increased demand from advisers for direct access ...

CFS wins bid to host new SMA solution

JAMIE WILLIAMSON  |  MONDAY, 5 SEP 2016
Colonial First State (CFS) has won the tender process to host a new Separately Managed Account (SMA) offer. Atrium Investment Management and CFS will team up to deliver Atrium's new SMA service via its wrap platform. CFS executive general manager Linda ...

New board members, partnership for BondAdviser

KERRIE SYDEE  |  THURSDAY, 1 SEP 2016
... Citigroup, Westpac and NAB. He also has direct experience developing businesses, having established individually managed account business, Premium Wealth, in 2000. Abram has more than 30 years' experience in banking and financial services. He has held ...

OneVue boss pleased with market position

MARK SMITH  |  MONDAY, 29 AUG 2016
... capabilities," she said. "OneVue's platform services is now positioned to capitalise on the projected growth in the managed account sector and deliver its disruptive strategy with the introduction of the FUND.eXchange."

Class partners with new fintech

JAMIE WILLIAMSON  |  THURSDAY, 25 AUG 2016
Software provider Class has partnered with a new fintech firm which provides managed account and direct client portfolio services to financial advisers. The developer of Class Super and Class Portfolio has teamed up with MA Operator to enable Class ...

Managed accounts to disrupt fund businesses to the tune of $60bn

MICHELLE BALTAZAR  |  THURSDAY, 25 AUG 2016
... some planners saving over $100k - further boosting their practice value." Toby Potter, chair of the Institute of Managed Account Professionals (IMAP), said that as more platforms and product providers invest time and resources to the sector, the more ...

Praemium launches new managed accounts solution

JAMIE WILLIAMSON  |  THURSDAY, 18 AUG 2016
Platform provider Praemium has launched a new managed account solution for a longstanding Brisbane-based client. Clients of Burrell Stockbroking and Superannuation will now have access to diversified investment portfolios via its new, fully-branded ...