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Showing 901 - 910 of 953 results for "Managed Accounts"

Multiport MAs tops $200 million mark

CHRIS NICHOLLS  |  MONDAY, 8 OCT 2007
... services provider Multiport has announced it has passed the $200 million mark in funds under administration for its managed accounts. Multiport's managed accounts service is primarily used by boutique dealer groups, which offer individually managed discretionary ...

Investors Accru SMAs

CHRIS NICHOLLS  |  TUESDAY, 25 SEP 2007
... net worth advice specialists Accru Financial Planning (AFP) have partnered with BlackRock to offer Separately Managed Accounts (SMAs) on its menu. Director Matthew Kidd said BlackRock's size and international reach, including the future inclusion of ...

Explorer turns new leaf with Ascalon

CHRIS NICHOLLS  |  WEDNESDAY, 12 SEP 2007
Boutique manager Ascalon Capital Managers has purchased 40 per cent of Separately Managed Accounts (SMA) provider Explorer Group from First Capital, ending confusion over the firm's stability. The company had been under a cloud following the purchase ...

IMAP to launch MA accreditation course

MICHAEL HOBBS  |  FRIDAY, 31 AUG 2007
... Account Providers (IMAP) has called on financial planning groups and fund managers to review a draft for a proposed managed accounts accreditation course due to be rolled out next year. The course draft outlined key education areas like taxation, securities ...

MLC launches adviser MAs

ALEX DUNNIN  |  WEDNESDAY, 22 AUG 2007
... Custom has boosted its direct equities capability and tax reporting functionality with the launch of its Adviser Managed Accounts service, which it said is the next step in the evolution of the managed accounts market.. The new features should improve ...

Managed accounts move one step closer to benchmarking

... Managed Account Providers (iMAP) have formed a working group that will help develop the standards for benchmarking managed accounts (MAs), in a bid to help financial advisers compare MAs in a uniform format. Ratings agency Morningstar has expressed interest ...

Stable funds bad defaults: ICI

ALEX DUNNIN  |  WEDNESDAY, 25 JUL 2007
... choose to offer a choice of three "default" options that include life cycle funds, balanced funds and individually managed accounts. But because only about 13 per cent of 401(k) assets are held in capital stable funds, which are predominantly offered ...

Financial Simplicity powers Portfolio Express

... Based in Sydney, Financial Simplicity was formed four years ago and specialises in providing services for the managed accounts sector. To date, the group's personalised portfolio modelling solution is used for more than $500 million in managed accounts ...

Austock MAs to be powered by Financial Simplicity

HAMISH MADDEN  |  WEDNESDAY, 4 JUL 2007
Austock Securities has chosen Financial Simplicity to provide the infrastructure for its managed accounts capabilities. The Financial Simplicity software will be implemented by Austock to power its portfolio management capabilities, including enabling ...

Bravura picks up Garradin

HAMISH MADDEN  |  TUESDAY, 3 JUL 2007
... would allow Bravura to leverage cross-selling opportunities while giving the business a larger footprint in the managed accounts space. "Garradin's investment and portfolio management expertise offers Bravura a considerable strategic competitive advantage. ...