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Showing 71 - 80 of 1272 results for "managed account"

Netwealth's APRA-mandated governance overhaul underway

RIDDHIMA TALWANI  |  THURSDAY, 22 JAN 2026
... total number of accounts increased by 4841 for the quarter to 172,221 accounts. It reported record quarter in managed account net flows of $1.8 billion, up 12.8% on the prior quarter. Netwealth said its Holder Identification Number (HIN) offering is ...

ETFs continue to drive managed accounts adoption: Research

MATTHEW WAI  |  TUESDAY, 20 JAN 2026
... rapidly growing managed accounts sector, reaching $256.25 billion as of 30 June 2025 according to the Institute of Managed Account Professionals (IMAP), reflected surging demand for solutions for efficiency of financial advice with institutional-grade ...

Super moves: NGS Super, HESTA, Mercer

ELIZABETH FRY  |  THURSDAY, 15 JAN 2026
... will support several multi-asset portfolios, including the Mercer Multi-Asset Multi-Manager Funds and CoreSeries managed account portfolios. She joins from Victorian Funds Management Corporation, where she was a senior investment analyst within the manager ...

Betashares launches retirement income SMAs on CFS Edge

MATTHEW WAI  |  WEDNESDAY, 14 JAN 2026
... financial advisers and their end clients." CFS executive director of managed accounts Frances Taylor said: "CFS's managed account offer spans generational needs and accessing ​leading portfolio managers, which helps advisers deliver stronger outcomes ...

Praemium governance executive joins MST

ELIZABETH FRY  |  THURSDAY, 8 JAN 2026
... Research Institute. The transaction saw MST acquire FIIG's fixed income management funds and individually managed account portfolio services, with FIIG's investment management team also joining the firm.

GDG hires chief financial officer

KARREN VERGARA  |  TUESDAY, 23 DEC 2025
Generation Development Group (GDG) has appointed a new chief financial officer as the incumbent steps down after more than seven years. Terence Wong has resigned from his role as finance chief and will stay with the company until June 2026. Wong joined ...

Drummond Capital broadens access to private markets offering

MATTHEW WAI  |  FRIDAY, 19 DEC 2025
... a new private income portfolio designed to support retirement income. The Drummond Private Markets Separately Managed Account (SMA) was launched on the BT Panorama platform in May 2024, offering high-net-worth (HNW) clients access to a portfolio of private ...

Most read in 2025: Financial advice

STAFF WRITER  |  FRIDAY, 19 DEC 2025
There was no shortage of news impacting the financial advice community this year, with advisers bearing the brunt of negative sentiment in the wake of First Guardian and Shield collapses. But there were some bright spots throughout the year, including ...

Why a single insto client is a massive business risk

KARREN VERGARA  |  TUESDAY, 16 DEC 2025
The closures of several active fund managers following the loss of a major mandate has underscored the importance of having a diversified client base, as one $2.2 billion manager warns this has become a substantial business risk. This year alone saw ...

Centrepoint Alliance expects core profit to top guidance

RIDDHIMA TALWANI  |  TUESDAY, 16 DEC 2025
Centrepoint Alliance said it expects strong momentum to push its core profit to the top end of its guidance of $11.5 million to $12 million for the full year. The financial services firm forecasts EBITDA for H1 FY26 at $6 million, a 13% jump in earnings ...