Search Results | Showing 901 - 910 of 7143 results for "SMA" |
| | | Victorian firm hmh Advisory launched its online wealth management solution, catering to those who don't require full-scale financial advice. The new solution, hmh onlineinvest, offers access to four diversified portfolios which cover a range of risk ... |
| | | | IFM Investors (IFM) has made a substantial investment in global energy software provider Tally Group (Tally) via its Australian growth equity fund, IFM Growth Partners 2. Tally currently serves over 70 energy retailers across Australia, New Zealand ... |
| | | | Spaceship users now invest as little as $10 in a range of US-listed ETFs and stocks. Launched yesterday, Spaceship's new US investing service is available to Spaceship Voyager customers for just $2 extra a month, who can execute unlimited trades with ... |
| | | | ... while Savant pledged a $3 million investment. "Twenty years ago, I bought into an FP business (Treysta Wealth) that spawned an SMA business, that inspired an IMA business (Implemented Portfolios) that led to Lumiant," Burggide said on LinkedIn. He added ... |
| | | | ... another key feature of CFS Edge, he said, giving advisers and their clients the ability to hold a separately managed account (SMA) inside other portfolio types such as another SMA, managed discretionary account, or model portfolio. "The Accelerate Series ... |
| | | | Willis Towers Watson acquired two managed investment schemes from Profile Financial Services, as the latter looks to focus its efforts on financial advice. The two multi-asset, multi-manager unitised schemes have been operated by Profile since their ... |
| | | | ... Account Professionals (IMAP) and Milliman figures, which canvassed 48 firms in their survey. Separately managed accounts (SMA) comprise the bulk of the FUM at $94.9 billion, growing a whopping 34% year on year. Managed discretionary accounts (MDA) assets ... |
| | | | Natixis Investment Managers has expanded its Australian Financial Services Licence (AFSL) to target retail clients, affording broader access to strategies from its collective of global investment managers. Natixis IM country head of Australia and New ... |
| | | | Class - the SMSF administration technology firm owned by HUB24 - has appointed Kate Anderson as general manager of operations. Anderson joins from Centrepoint Alliance, where she served as group executive, advice services and solutions. Here, she oversaw ... |
| | | | ... advice climb to $900 million thanks to the addition of MTIS in July 2022. "The MTIS merger does bring a heightened focus on our SMA service to both internal and external clients. The SMA business has grown steadily to about $380 million (under management) ... |
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