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Showing 811 - 820 of 1274 results for "managed account"

Adviser ETF survey winners announced

MARK SMITH  |  WEDNESDAY, 17 AUG 2016
Financial Standard is pleased to announce the winners of two cash voucher prizes as it reveals the results of an extensive survey into advisers' use of exchange traded funds. The survey, which was designed to help Financial Standard understand how ETFs ...

DNR Capital fund scores 'Recommended' rating

KERRIE SYDEE  |  MONDAY, 15 AUG 2016
Zenith has awarded the DNR Capital High Conviction Australian Equities Fund a 'Recommended' rating, twelve months after the fund was launched. The fund is based on the DNR Capital Australian Equities High Conviction strategy that was previously only ...

Non-super investments increasing sophisticated strategies

DARREN SNYDER  |  THURSDAY, 11 AUG 2016
Financial services consultant Rice Warner believes there are opportunities for wealth management professionals to capitalise on personal investments outside of superannuation and in a market not always readily recognised. In its Personal Investments ...

Implemented Portfolios launches branded IMA

KERRIE SYDEE  |  WEDNESDAY, 10 AUG 2016
Leading managed account specialist, Implemented Portfolios has launched a branded individually managed account (IMA) service. The IMA solution allows Australian financial advisers and licensees to white-label the Implemented Portfolios IMA technology ...

Shaw and Partners joins forces with Praemium

ALEX BURKE  |  THURSDAY, 4 AUG 2016
Shaw and Partners and Praemium have partnered to deliver a managed account solution for clients. The solution consists of two investment model portfolios under a separately managed account (SMA) structure. One allocates exclusively to Australian equities ...

Stanford Brown hires former Philo Capital CIO

ALEX BURKE  |  WEDNESDAY, 3 AUG 2016
... Mount Street Securities, HSBC and Citi. At Stanford Brown, Owen will partake in the establishment of the group's managed account offering, which will operate on netwealth's investment platform. Stanford Brown chief executive Jonathan Hoyle said Owen ...

Netwealth adds eighth private label managed account

MARK SMITH  |  MONDAY, 1 AUG 2016
Platform provider Netwealth has launched a new private label managed account service with privately owned wealth management firm Principal Partners. The new private label will only be available to clients of Principle Partners and will provide access ...

Financial Standard to present at upcoming netwealth webinar

KERRIE SYDEE  |  FRIDAY, 29 JUL 2016
During next month's netwealth webinar, Michelle Baltazar from Financial Standard will explore how you can get better client outcomes and conversations through the use of managed accounts. You will learn about: * Key findings from the latest Financial ...

Former Calastone MD launches fintech solution

KERRIE SYDEE  |  THURSDAY, 28 JUL 2016
... generally also gives more choice and value to the end client for a lower cost. "In applying this approach to the managed account space we have developed a product and provider agnostic service that saves dealer groups money, and gives them more power ...

Industry innovation is not coming from within: Sharp

DARREN SNYDER  |  TUESDAY, 19 JUL 2016
InPayTech executive chairman and financial services stalwart Don Sharp is calling out regulatory challenges faced by Australian fintechs and is encouraging the federal government to take a long-term view on disruptive industry legislation. The comments ...