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| | | ... financial advisers utilising our service aren't spending hours and hours having to research, build and maintain these managed accounts on their own. "Being built within our IMA structure, these ESG tilted portfolios allow advisers to deliver a highly ... |
| | | | ... decline. On February 24, Clime finalised its 75% ownership of Ralton Asset Management. This created a $330 million managed accounts service split into four products which Donat said have outperformed the relevant benchmarks. In December, Madison acquired ... |
| | | | A baby bonus paid into the superannuation accounts of women who go on parental leave combined with paying super during their time off could address the significant gap between the retirement savings of men and women. According to numbers from the Association ... |
| | | | ... undertake a simplification strategy for its platform, the Evolve21 program migrated $22.1 billion of FUA and 93,000 client accounts to Insignia's proprietary, platform Evolve. Evolve now administers $42 billion of client funds and holds over 298,000 ... |
| | | | ... of the total net inflows. Vanguard remains the most popular ETF provider amassing $7.1 billion in net inflows, which accounts for over one third (34.4%) of the total net inflows into the Australian ETF market. BetaShares and VanEck tapped into the trend ... |
| | | | ... will be based in Sydney. He joins from QIC, where he was responsible for leading business development to institutional accounts in Australia, New Zealand and internationally across products spanning real estate, infrastructure, private equity, private ... |
| | | | ... at 19.8% at the start of October 2021, up from 9.8% at the beginning of January 2020. Given that Australians' savings accounts have soared during the coronavirus pandemic, the survey found there are opportunities for advisers to help clients stay focused ... |
| | | | Managed accounts platform WealthO2 has merged with financial planning software firm ROAR Software and wealth platform software specialist NEO. Wealth02 chief executive Andrew Whelan said the merger will significantly grow the business. "The coming together ... |
| | | | Financial advisers' appetite for managed accounts solutions boomed in the December 2021 quarter, according to BT Financial Group. BT Panorama's surge in managed accounts funds under management to $10.4 billion, a 68% jump year on year, is testament ... |
| | | | ... increased by 43% to $49 billion. The rise in FUA was largely driven by the Australian platform business and virtually managed accounts administration service, which added $4.7 billion and $7.7 billion respectively. The ASX-listed firm's bottom line ... |
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