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Showing 1 - 10 of 29 results for "Managed Account Providers"

Lonsec to acquire in-house managed account offerings

HARRISON WORLEY  |  TUESDAY, 7 MAY 2019
... conflicted. Lonsec's offer will see the firm acquire the investment management rights from existing managed account providers, while licensees retain the flexibility to use their own branding, investment mandate and platform. Alternatively, they can ...

Financial advice in 2030: What does it look like?

JAMIE WILLIAMSON  |  TUESDAY, 9 APR 2019
... the number of small to mid-sized privately-owned licensees will have grown, and many may be aligned to managed account providers, the white paper reads. The service provider also predicts robo-advice and automation to gain ground, challenging advisers ...

Managed accounts forum to address vertical integration, best practice

STAFF WRITER  |  FRIDAY, 24 AUG 2018
Leading managed account providers and financial planning groups will take centre stage at the annual Financial Standard Managed Accounts Forum to be held in Melbourne next month. More than 160 financial advisers and managed account specialists have ...

Euroz partners for first managed account models

JAMIE WILLIAMSON  |  WEDNESDAY, 6 DEC 2017
... other candidates evaluated by Euroz, including some of Australia's largest multi-asset fund managers and managed account providers. The portfolios will be rolled out via HUB24 which Euroz recently partnered with for a white label platform, providing ...

Managed accounts sector knuckles down on data standards

JAMIE WILLIAMSON  |  WEDNESDAY, 8 NOV 2017
... current proprietary requirements imposed by various industry participants such as platforms and other managed account providers. "With the rapid growth of managed accounts in the financial services industry, model data is being electronically distributed ...

MDAs overhauled by new regulations

JAMIE WILLIAMSON  |  FRIDAY, 30 SEP 2016
... for the sector. "The removal of no-action letters will drive greater professionalism as discretionary managed account providers will need to comply with higher hurdles of technical proficiency to deliver managed portfolio services to retail investors ...

Managed accounts market likely bigger than thought

JAMIE WILLIAMSON  |  FRIDAY, 23 SEP 2016
... $250-300 million in-house - that's still a very big number, and that's without including the other types of managed account providers and platforms. There's just no way to accurately measure all of the money being managed with discretion."

FEATURE: Managed accounts - more than meets the eye

ALEX BURKE  |  FRIDAY, 4 SEP 2015
... $250-300 million in-house - that's still a very big number, and that's without adding in the other types of managed account providers and platforms in the market. There's just no way to accurately measure all the money being managed with discretion." ...

Managed account FUM exceeds $13bn

MARK SMITH  |  FRIDAY, 10 APR 2015
... The total funds held in managed account services now exceed $13 billion, according to the Institute of Managed Account Providers (IMAP), which has published a report on the findings. "As part of the material for the Dealer Roundtable we held this week ...

OneVue re-signs IMAP sponsorship

STAFF WRITER  |  FRIDAY, 26 SEP 2014
Wholesale superannuation services provider OneVue has renewed its sponsorship of the Institute of Managed Account Providers (IMAP). OneVue head of platform strategy, sales and service David Storm said that the range and complexity of products in the ...
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