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Showing 1 - 10 of 32 results for "Managed Account Providers"

FEATURE: Estate planning | Best laid plans

ELIZA BAVIN  |  WEDNESDAY, 1 APR 2026
... investment bond, and you get the adviser that's providing the advice. And you've also got the managed account providers that are floating around the place as well," he says. "So, how do you get the ecosystem working together? Co-design what these ...

New vertical integration model to sprout in 2026: Report

KARREN VERGARA  |  FRIDAY, 23 JAN 2026
... will look to forge strategic partnerships with a "technology backbone". This will be in the form of managed account providers and tech services companies, and consulting firms. "As licensees face increasing pressure to loosen their grip on technology ...

Ascalon turbocharges team with Zenith hire

ELIZABETH FRY  |  THURSDAY, 22 JAN 2026
... business at Zenith Investment Partners from 2020, helping transform it into one of the market's leading managed account providers. Under his leadership, funds under management grew from around $1 billion to nearly $6 billion. Before that, he was ...

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."
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