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Showing 881 - 890 of 953 results for "Managed Accounts"

Pentafin and Direct Portfolio merger complete

RUTH LIEW  |  WEDNESDAY, 14 MAY 2008
... Pentafin's merger with Direct Portfolio is now complete - making the consolidated group a stronger player in the managed accounts space. The new group offers an upgraded suite of products and services in managed accounts, managed funds and superannuation. ...

Synchron taps online insurance advice

RUTH LIEW  |  THURSDAY, 8 MAY 2008
... initiative called Adviser Online, which allows advisers to consolidate client reports, pool clients' investments, managed accounts and insurance.

Pentafin recruits ex-Macq head

RUTH LIEW  |  FRIDAY, 2 MAY 2008
... of Pentain, Karrasch approached Pentafin after he heard about the company's merger with Direct Portfolio. "The managed accounts is a growing market, and when you get into a burgeoning market and you'll always be able to make a difference," said McKeage ...

Managed accounts hold trumpcard

MICHELLE BALTAZAR AND RUTH LIEW  |  WEDNESDAY, 30 APR 2008
... feature of investors retaining beneficial ownership of their shares has become a key selling point for separately managed accounts (SMAs), industry punters say. Arthur Naoumidis, managing director at SMA technology provider Praemium, has said the firm ...

Multiport buys Super Outsource

RUTH LIEW  |  MONDAY, 28 APR 2008
Managed accounts and portfolio administration provider Multiport has snapped up SMSF business, Super Outsource. Multiport officially acquired 100 per cent of Super Outsource in March, and is currently in the process of transitioning clients across to ...

Managed accounts expands asset mix

Managed accounts are no longer limited to providing a platform for domestic and international equities. MA providers will soon include term deposits, fixed interest products, structured products and agribusiness. Speaking at the Financial Standard forum ...

Pentafin and DP step up MA technology

... Australian Unity Investments. McKeage said the merged business will be able to develop technology that combines managed accounts and managed funds administration under one umbrella, a streamlining process that would appeal to both retail and industry ...

Synchron rolls out new IT system

... Adviser Online. The site allows advisers to run consolidate client reports, pooling the client's investment, managed accounts and also, their insurance. Michelle Baltazar

Ascalon buys stake in TPC

... the purchase of an undisclosed stake complements the group's recent buy of Direct Portfolio Group, a separately managed accounts business, and the commercialisation of Ascalon's other boutiques. Michelle Baltazar

Something interesting about rates

ALEX DUNNIN  |  MONDAY, 11 FEB 2008
... inflation is already inflicting on the electorate. But Dr Don Stammer, leading economist and now chairman of managed accounts provider Praemium, told the Melbourne Financial Standard Chief Economists Forum on Thursday that, "It is essential to keep inflation ...