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Showing 931 - 940 of 953 results for "Managed Accounts"

Tollhurst Noall signs up for managed accounts

... Independent stockbroker Tolhurst Noall has launched its Managed Portfolio Service, underpinned by the separate managed accounts (SMA) platform provided by Merrill Lynch Investment Managers (MLIM). The Managed Portfolio Service offers eight managed portfolio ...

Pentafin goes West

ALEX DUNNIN  |  TUESDAY, 18 JUL 2006
... investment modeling, tax optimisation and straight-though processing (STP) for private wealth managers, individually managed accounts and platforms. Peter Kelly, founder and chief executive officer of Pentafin Services, said he believes the partnership ...

First Samuel wants Simplicity for its IMAs

HAMISH MADDEN  |  TUESDAY, 18 JUL 2006
First Samuel has announced it will use Financial Simplicity's individually managed accounts (IMA) software to cater for the growing number of client tailored portfolios its business is managing. After an extensive evaluation process First Samuel chose ...

Little Black Book now available on FinancialStandard.com.au

ALEX DUNNIN  |  WEDNESDAY, 12 JUL 2006
... support services, CFD providers, education and training services, industry associations, investment managers, managed accounts, margin lenders, online brokers, recruiters, retirement products, reverse mortgages, stockbrokers, structured investments ...

Depreciation changes boost property investment

ALEX DUNNIN  |  FRIDAY, 7 JUL 2006
... focus has been championed recently by Vanguard, Navigator, Plan B, van Eyke, Maple-Brown Abbott, and the emerging managed accounts sector.

IMAP the new managed accounts association

Surging consumer interest in managed accounts has prompted market players to set up an independent industry body called the Institute of Managed Account Providers (IMAP). IMAP is the brainchild of Tracy Byrne, associate director at managed accounts ...

Praemium joins forces with IWL and Coin

HAMISH MADDEN  |  TUESDAY, 23 MAY 2006
... External Platform Interface (EPI) standards, Praemium will team with IWL and Coin to integrate clients' separately managed accounts (SMAs) and portfolios managed by Praemium's portfolio administration service (PAS) with their own financial planning and ...

Patriot makes Zenith small caps shortlist

... that underpinning Patriot's investment strategy is the company's early beginnings as Pilgrim, an individually managed accounts (IMAs) specialist. "As an IMA, the minimum investment required is $500,000. We want to offer the same product and a similar ...

Counting on SMAs with Praemium

... of financial advisers, has signed up with Praemium/MLIM's separately managed account (SMA) platform. While the managed accounts sector is well-established in the US, the local market is yet to embrace SMAs, loosely described as a more flexible and tax-effective ...

Investors throw money at Praemium listing

HAMISH MADDEN  |  FRIDAY, 5 MAY 2006
... Australia's largest financial service providers." Naoumidis added that Praemium is well ahead of the separately managed accounts trend (SMAs) and is well positioned to ride the expected wave of growth in the area. Praemium has already developed SMA administration ...