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Showing 971 - 980 of 985 results for "managed accounts"

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 ...

Praemium goes public with $18m capital raising

HAMISH MADDEN  |  TUESDAY, 18 APR 2006
... its potential markets. This, coupled with their development of technology for the administration of separately managed accounts (SMAs), is underpinning the potential for future growth. Partnering with Merrill Lynch Investment Managers (MLIM), Praemium ...

Tyndall strengthens analyst team

... team. Prior to Tyndall, Whight was a performance and monitoring analyst at Asteron where he reviewed individually managed accounts, set up compliance models and performed equities research. Both are University of Sydney graduates with Chan holding a ...

Next closes Trust managed accounts deal

... Limited (Next) have finalised a deal that will see Next appointed as the manager and administrator of Trust's managed accounts (MA) product. While Trust will continue on as the Responsible Entity (RE) for the next 12 months, Next will be responsible ...

Trust passes managed accounts control to Next

... development of products." David added that the transition should be a smooth one, given that Next use the same managed accounts system as Trust and offer a competitive platform. The product's dealer groups were positive about the news, said David, while ...

DirectPortfolio to launch SMA Lite

... types of investments. "We hope to have the product ready in June but it's still at the planning stages." While managed accounts are a relatively little-known product in Australia, they are a booming $1.3 trillion industry in the US growing at a faster ...

Power of one through MLIM customised portfolios

... fees and legal issues associated with doing them conventionally. This feature is the main reason why separately managed accounts (SMAs), the umbrella term for MLIM's service, has become a $1.3 trillion industry in the US. "It's very successful in the ...

Tricom use MIR portfolios for their IMA

... management with the tax, transparency, and portability benefits of individual share ownership." Parkes added that Managed Accounts has fallen short in the past, through a lack of quality fund managers to run the product, but now hopes MIR will change ...

Tower upgrades to Bravura's new solution

... administration of a broad range of retail and wholesale financial products including wrap accounts individually managed accounts and self managed superannuation funds.