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Showing 71 - 80 of 92 results for %22Managed Accounts Holdings%22

MyPlanner launches managed account solution

LAURA MILLAN  |  TUESDAY, 10 MAR 2015
... discretionary account solution that will be available to its 120 planners. MyPlanner partnered with Managed Accounts Holdings to develop the My Managed Portfolio (MMP) managed account service, and the provider is responsible for the operation, administration ...

ASX mFunds FUM already ahead of ETFs

ALEX DUNNIN  |  FRIDAY, 11 JUL 2014
... about $10 billion in directly distributed low cost retail products and up to an estimated $20 billion held in Managed Accounts model portfolios, directly accessible retail type managed investments represents $55 billion in FUM. This amount already being ...

MDA provider makes debut on ASX

LAURA MILLAN  |  WEDNESDAY, 25 JUN 2014
Managed Accounts Holdings Limited has started trading on the Australian Securities Exchange (ASX) today after raising about $3 million in its Initial Public Offering. The owner of managed discretionary account specialist managedaccounts.com.au will ...

Federation platform adds Pengana Aussie Equities Fund

LAURA MILLAN  |  THURSDAY, 30 JAN 2014
Federation Managed Accounts Platform has added the Pengana Australian Equities Fund to its offering, available for advisers and their clients. The fund has a focus on capital preservation and downside protection and has generated a return of 13.2% per ...

Planners need discretion on SMSF cost advice: SPAA

JAMES FERNYHOUGH  |  MONDAY, 25 NOV 2013

Rate cuts prompt SMSF cash exodus

MARK SMITH  |  FRIDAY, 10 MAY 2013
A wave self-managed super fund (SMSF) trustees are swaping their cash holdings for fixed interest and direct property investments, according to the latest Multiport SMSF Investment Patterns Survey. Falling cash rates mean that term deposits and savings ...

UBS and ME Bank launch high interest cash account

LAURA MILLAN  |  WEDNESDAY, 13 FEB 2013
... superannuation members to remain in the fund while investing in term deposits and trading equities directly. "It works like a Self Managed Super Fund in the terms that it is self directed, but investors can also stay in the superannuation fund," Dunbar ...

SuperMate updates online SMSF

BEN COLLINS  |  THURSDAY, 26 APR 2012
SuperMate has launched three updates to its online self managed super fund administration service. The updates include fully automated ASX corporate actions processing, overnight bank data download into SMFSs for 95% of bank transactions and direct ...

Bonds, where the real money is

ALEX DUNNIN  |  TUESDAY, 30 AUG 2011
... wealth management institutions better get used to complaining about the rush of money moving into cash and TDs rather than managed funds and superannuation accounts. This Chess tournament is just getting started. Ben Ong is on annual leave

superMate upgrades for SMSFs and advisers

LOREN RUGEBREGT  |  MONDAY, 8 AUG 2011
Self managed super fund software tool, superMate has upgraded its offering to help minimise the administration work of actively traded share portfolios by 30%. Financial advisers can now customise transaction feeds from platforms and brokers to receive ...