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Showing 71 - 80 of 950 results for "Managed accounts"

OneVue, Spectrum drive Praemium to record FUA

JAMIE WILLIAMSON  |  THURSDAY, 24 APR 2025
... strong pipeline for the remainder of 2025," Praemium chief executive Anthony Wamsteker said. Meantime, separately managed accounts gained 10% with FUA coming in at $12.3 billion, and Powerwrap's FUA grew marginally to $13.3 billion, up 2%, but also had ...

Insignia Financial trims $5bn off FUM

JAMIE WILLIAMSON  |  WEDNESDAY, 23 APR 2025
... the asset management unit's FUM decreased by 1.2%. While net inflows were positive, particularly driven by the managed accounts offering, it was fixed income that saw outflows here. "Institutional net flows can be volatile quarter on quarter, particularly ...

Advisers seek investment philosophy, performance in managed accounts provider

KARREN VERGARA  |  WEDNESDAY, 23 APR 2025
... Investment philosophy and portfolio performance are the main reasons why financial advisers have chosen their managed accounts provider, new research from Zenith Investment Partners show. The Unlocking Advice Efficiencies in 2025 report found that half ...

IAM to bring managed account with syndicated loan access to market

MATTHEW WAI  |  WEDNESDAY, 16 APR 2025
... corporate debt, reducing concentration risk while maintaining attractive yields. "Unlike traditional funds, our managed accounts give investors complete transparency and control, with direct ownership of each underlying asset," Hayes said. "This structure ...

Clients' evolving circumstances a 'key barrier' for advisers: Netwealth

MATTHEW WAI  |  THURSDAY, 10 APR 2025
... diversified across customer segments products and revenue sources," Netwealth said. "We expect the strong adoption of managed accounts to continue as advisers focus on efficiency and automation."

Fitzpatricks names head of product

KARREN VERGARA  |  TUESDAY, 8 APR 2025
... Investments as its consulting partner amid closing its Australian equities solutions within its multi-asset separately managed accounts (SMAs). Russell was tasked to develop and actively manage a factor-based Australian equities solution and a customised ...

Genium adds two staffers

ELIZABETH FRY  |  THURSDAY, 3 APR 2025
... 400 advisers and managing more than $25 billion in funds under advice, including approximately $6 billion in managed accounts.

RainmakerLive rebrands to Rainmaker MarketPro

STAFF WRITER  |  TUESDAY, 1 APR 2025
... Intelligence acquired Rainmaker Information in 2021. The new-look Rainmaker MarketPro now provides access to managed accounts and model portfolios investment product searches, new continuing professional development modules and access to Plan For Life ...

AMP introduces geared retirement options

MATTHEW WAI  |  MONDAY, 31 MAR 2025
... available to individual investors. The geared retirement series extends the partnership with Betashares' Dynamic Managed Accounts range to North, as well as jointly launching a series of Federated Managed Accounts in August. AMP general manager of managed ...

Trump Media to launch ETFs

ANDREW MCKEAN  |  WEDNESDAY, 26 MAR 2025
... company, the Crypto.Com Custody Trust Company. The ETFs launch is set to coincide with a batch of separately managed accounts (SMAs), both of which Trump Media plans to invest in with its own cash reserves. The company has allocated up to $250 million ...