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| | | ... independent audits and actuarial certification. At the same time the trustees using the product can access separately managed accounts (SMA), managed funds, cash management trusts, term deposits and life insurance either using the AMP platform or a chosen ... |
| | | | Boutique investments firm Wealth Within has launched its own proprietary Individually Managed Accounts (IMA) platform, following two and a half years of development. "Managed accounts have become a mainstream product in recent years but until now financial ... |
| | | | ... said the fund. One of the ways the Californian fund intends to improve the management of its assets is through managed accounts. Instead of focusing on commingled accounts, CalPERS intends to move toward a focus on customised vehicles, managed accounts ... |
| | | | Netwealth-owned FPSA, which advises on $1.4 billion in funds, is getting into the managed accounts game and is putting out a tender for a MA provider. Financial Planning Services Australia, which has approximately $1.4 billion in funds under advice ... |
| | | | Financial planner Sam Henderson discovered a decision he made 12 months ago to set up a managed accounts service for clients is paying off. Speaking at Financial Standard's managed accounts seminar early this month, Henderson said that using managed ... |
| | | | ... Eyk is looking at developing a ratings methodology that will allow advisers to compare the range of separately managed accounts (SMAs) in the market, a small step that goes a long way in legitimising the inclusion of SMAs in a typical investment portfolio. ... |
| | | | Aviva is going to crack the separately managed accounts market in mid-2009 with a product solution tailored to easily fit into an adviser's portfolio. According to Aviva spokesman Tim Cobb, the group is currently at the end of the IT build of its SMA ... |
| | | | One of the country's largest financial planning groups, AMP, has launched its own separately managed accounts product following advisor feedback. Paul Sainsbury, AMP product manufacturing director, said the launch of the product, the AMP Personalised ... |
| | | | ... customise the interface and product features. "Investment platforms are the ideal starting point for offering managed accounts as they essentially can provide a managed account back office that already is a part of established industry practices and ... |
| | | | More than 80 per cent of financial planners and other wealth management professionals who offer separately managed accounts (SMA) to their clients see SMAs as a tool to generate a new revenue stream for their business, a survey shows. The findings came ... |
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