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|Search Results||Showing 1 - 10 of 100+ results for "Managed Accounts"|
|... "We're looking to boost the availability of MDAs to the adviser community, as advice business and adviser use of managed accounts and portfolios increases. Adding 30 of our model portfolios to one of the fastest-growing retail platforms in Australia ...|
|... operating officer for a global investment firm and equities product manager, as well as her work with separately managed accounts," Rahmani said.|
|... was the deputy head of research and a manager, equities. Zenith has also added two consultants, to support its managed accounts offering and service pipeline of clients. Calvin Richardson is another Lonsec hire having worked as an investment analyst ...|
|Managed accounts assets continue to grow steadily, having hit nearly $80 billion despite setbacks caused by COVID-19. The Institute of Managed Account Professionals' latest census found asset growth for the sector was stable, reaching $79.71 billion ...|
|... to portfolio manager with responsibility for investment strategy and asset allocation across model portfolios managed accounts, managed funds and equities. "Daniel has a great passion for portfolio construction, contributing to IOOF's investment philosophy ...|
|An ethical fund manager with a new range of separately managed accounts has appointed a sales lead. Ethical Funds Management has appointed Peter Evans to the role of business development manager for their range of SMAs. Evans comes from BNP Paribas ...|
|... publication with Financial Standard and its suite of journals - FS Advice , FS Super , FS Private Wealth and FS Managed Accounts . The Sustainability Report was acquired by Financial Standard 's owner, Rainmaker Group, in October 2019. The Sustainability ...|
|... a fifth of new inflows. Adviser use of exchange traded funds (ETFs) is up 4% from 2019 to 16% while flows to managed accounts remained steady at 9%. But advisers expect flows to managed accounts to grow substantially over the next three years to 12% ...|
|... planning, it is keen to expand through value accretive acquisitions. In administration, it wants to distribute managed accounts capabilities, offer badged solutions to independent financial advisers and build on SMSF administration. It is also looking ...|
|... company's prospects for growth are exciting as more advisers are becoming aware of Praemium's capabilities its managed accounts platform can provide.|
BNP Paribas Asset Management's investments chief for the Asia Pacific has retired after more than three decades of service.
J.P. Morgan has begun moving its Australian customers over to its global accounting system, which will give local clients access to additional services.
The masterfunds sector lost $38.4 billion over the 2019-20 financial year but has almost recovered the losses instigated by the global pandemic, the latest Plan For Life data show.
A boutique manager has launched its Bermuda-based fund to the Australian market, with underlying assets in US life insurance policies.
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