Search Results | Showing 891 - 900 of 965 results for "Managed accounts" |
| | | The Institute of Managed Accounts Providers (IMAP) is aiming to spread the platform reach of separately managed accounts (SMAs) with the appointment of Aviva manager of investment products, Peter Rowley, as an IMAP director. Rowley currently heads up ... |
| | | | ... its software partner Praemium, remain the top firm in the space, while new entrant MLC MasterKey Custom Adviser Managed Accounts (AMA) snagged the silver medal. New entrant Tricom, also scored highly in the survey. According to the report, BlackRock's ... |
| | | | ... 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. ... |
| | | | ... initiative called Adviser Online, which allows advisers to consolidate client reports, pool clients' investments, managed accounts and insurance. |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | 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 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 ... |
| | | | ... 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 ... |
| | | | ... Adviser Online. The site allows advisers to run consolidate client reports, pooling the client's investment, managed accounts and also, their insurance. Michelle Baltazar |
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