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Showing 81 - 90 of 1198 results for %22Managed accounts%22

Negative wholesale funds market growth continues

ANDREW MCKEAN  |  WEDNESDAY, 8 FEB 2023
... funds under administration (FUA) decreased by 4% (-$32 billion) to $769 billion in master trusts, wraps, and managed accounts. Of the major platform segments, corporate super was the sole segment with positive growth (2%), benefiting from the consolidation ...

Praemium takes 53% hit to inflows

CASSANDRA BALDINI  |  MONDAY, 23 JAN 2023
... billion in June. Its platform saw a 7% increase to $20.9 billion from $19.5 billion last June, while Separately Managed Accounts (SMA) increased by 11% to $9.0 billion from $8.1 billion. "The December quarter of the 2023 financial year has seen both ...

Managed accounts growth to continue: State Street

CASSANDRA BALDINI  |  THURSDAY, 19 JAN 2023
With more than half of Australia's financial advisers now using managed accounts, State Street ETF model portfolio strategist Sinead Schaffer says their popularity is only going to continue to rise. Speaking with Financial Standard, Schaffer said ...

From strength to strength: GQG Partners

ANDREW MCKEAN  |  WEDNESDAY, 18 JAN 2023
... $8 billion now. But notably, there's been strong growth in the wholesale segment, enabled by the rise of managed accounts. As previously reported by Financial Standard, according to Rainmaker Information the managed account market reached $175 billion ...

Former fund manager employee permanently banned

CHLOE WALKER  |  MONDAY, 9 JAN 2023
... to August 2021. Eight IP was the sub-manager of a fund portfolio held in linked securities trading accounts (managed accounts) to which Kim had access. ASIC alleged that between 2019 and 2021 Kim caused the securities held in the managed accounts to ...

Managed accounts dominated by SMAs

ANDREW MCKEAN  |  WEDNESDAY, 21 DEC 2022
According to Rainmaker data, separately managed accounts' (SMA) footprint in the managed account sector has risen dramatically in two years. SMAs funds under advice (FUA) in the past two years increased 151%. Meanwhile, managed discretionary accounts ...

BT head joins Colonial First State

ANDREW MCKEAN  |  THURSDAY, 8 DEC 2022
... heart of an advice tech stack, bringing together the software that sits inside advisers' practices, with managed accounts at its core.

Colonial First State adds 17 new funds to FirstChoice platform

ANDREW MCKEAN  |  THURSDAY, 1 DEC 2022
... heart of the advice tech stack, bringing together the software that sits inside advisers' practices, with managed accounts at its core. "CFS Edge integrates seamlessly into the advice technology stack, unifying business technologies through advanced ...

Colonial First State debuts 'major wealth platform innovation'

ANDREW MCKEAN  |  WEDNESDAY, 23 NOV 2022
... heart of an advice tech stack, bringing together the software that sits inside advisers' practices, with managed accounts at its core. "CFS Edge integrates seamlessly into the advice technology stack, unifying business technologies through advanced ...

New rules on the way for BNPL sector

JAMIE WILLIAMSON  |  TUESDAY, 22 NOV 2022
... would also look to improve users' financial literacy, with greater educational content on the Moneysmart website, Money Managed website, and through Commonwealth Financial Counselling. Further, the ASIC funding model would need to be extended to account ...