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Showing 1 - 10 of 57 results for "Managed Account service"

Zenith hires consultants from Lonsec

KANIKA SOOD  |  FRIDAY, 18 SEP 2020
Zenith Investment Partners has hired two consultants from Lonsec, including the latter's deputy head of active manager research. Shailesh Jain will work as a senior investment consultant at Zenith, focussing on its client and platform relationships. ...

Results of ASIC MDA review imminent

ELIZABETH MCARTHUR  |  WEDNESDAY, 25 SEP 2019
The Institute of Managed Accounts Professionals (IMAP) has released its submission to ASIC as the regulator reviews managed accounts, with a special focus on managed discretionary accounts (MDAs). This comes ahead of the results of ASIC's review of ...

FASEA ethics pose risk to managed accounts

ELIZABETH MCARTHUR  |  MONDAY, 23 SEP 2019
The Institute of Managed Accounts Professionals (IMAP) has made a submission to the Financial Adviser Standards and Ethics Authority, questioning its consideration of conflicts of interest in the Code of Ethics. IMAP said Standard 3 in the FASEA Code ...

Managed Account Awards finalists revealed

ELIZABETH MCARTHUR  |  THURSDAY, 30 MAY 2019
... integrated into the advice process will also be on offer. The innovation award on the night will go to the managed account service which does the most, in the judge's opinion, to advance the development of managed accounts. "Managed accounts are becoming ...

Praemium signs new SMA deal

HARRISON WORLEY  |  THURSDAY, 23 MAY 2019
... portfolio solution. Pitcher Partners' Brisbane office has selected Praemium to provide a new separately managed account service; with Praemium saying the deal gives Pitcher Partners "the ultimate flexibility", to create custodial and non-custodial managed ...

Managed accounts not immune to Royal Commission

KARREN VERGARA  |  TUESDAY, 22 JAN 2019
A legal expert is warning managed accounts providers of the potential implications the financial services Royal Commission will have on remuneration and product recommendations. The Fold Legal chair Claire Wivell Plater urges financial advisers not ...

CFS study finds managed accounts improve advice

KANIKA SOOD  |  FRIDAY, 21 DEC 2018
... management consultancy Business Health for CFS. It analysed data collected from 30 advice firms that used a managed account service. These results were benchmarked against 226 firms from across the broader industry, and overlaid with findings from a ...

Limited MDA deadline closes in

KARREN VERGARA  |  WEDNESDAY, 8 AUG 2018
... current platform provider can't support you, migrate your book to a platform which will provide the managed account service you think best suits your business," he said. There are platform providers that can make the ROA process efficient and the ...

Netwealth signals managed account growth, business upgrades

DARREN SNYDER  |  FRIDAY, 19 JAN 2018
Investment platform netwealth plans to expand its retail and private label managed account service in the first half of 2018, adding models and strategies for different client segments and life stages. This is one of several commitments from the ASX-listed ...

Netwealth and Zenith enter partnership

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2017
... investment proposition for their clients," Heine said. Netwealth plans to add further managers to its managed account service during the second half of the year as it continues to support increasing adviser demand. It recently exceeded $15 billion in ...
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