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Showing 1 - 10 of 100+ results for "Managed Accounts"

Investment Trends adds to team

KANIKA SOOD  |  TUESDAY, 3 AUG 2021
... strategic decision making," Guiamatsia said. Investment Trend publishes research on areas such as adviser technology, managed accounts and ESG. Its managed accounts report published last week said, over the last five years, the proportion of financial ...

Milford adds to team

KANIKA SOOD  |  FRIDAY, 30 JUL 2021
... distribution from Macquarie Bank, where he was responsible for building and executing key account strategy in managed accounts and cash management. At the same time, it announced Brad Mackay to the position of regional manager for Queensland, hiring ...

Managed accounts fulfil best interest

ANNABELLE DICKSON  |  WEDNESDAY, 28 JUL 2021
The increased uptake of managed accounts is seeing advisers fulfil their client best interest duty with ease, according to new research. The latest Investment Trends Managed Accounts Report showed 91% of advisers rated managed accounts as 'good' or ...

Zenith adds client to Macquarie Wrap

ANNABELLE DICKSON  |  FRIDAY, 23 JUL 2021
... MyNorth. Zenith head of consulting Steven Tang said he has seen a noticeable increase in the interest and use of managed accounts over the past year. He puts this down to the flexibility, transparency and convenience managed accounts offer both advisers ...

ASI specialist joins boutique

ANNABELLE DICKSON  |  THURSDAY, 15 JUL 2021
... work on the design and creation of such portfolios. Evidentia partner Troy Swann said: "We believe the rise of managed accounts is an opportunity for advice firms to not only increase business efficiencies and provide better execution for clients but ...

Lifespan appoints compliance lead

KARREN VERGARA  |  MONDAY, 12 JUL 2021
... on the investment committee, in a bid to boost its practice development, governance, investment research and managed accounts offering. Lifespan chief executive Eugene Ardino said the appointment reflects the company's commitment to meet the ongoing ...

Netwealth FUA, inflows rise

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
... increased $1.2 billion over the quarter to $11.7 billion and an increase of $4.5 billion to the PCP. Meanwhile, the managed accounts balance grew $4 billion to $9.8 billion while managed accounts inflows slowed to $741 million from $889 million in March. ...

FSC launches DDO templates

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
... superannuation master trusts (choice products); superannuation wraps; funds management (covering ETPs and LICs); and managed accounts. "Eighteen months ago we started on this time-critical piece of work, designing target market determination templates ...

WealthO2 launches adviser app

KARREN VERGARA  |  TUESDAY, 22 JUN 2021
... offering of its type in the market and offers full transparency of assets through the use of the HIN structure and managed accounts," Bernasconi said

Lifespan appoints investment expert

KARREN VERGARA  |  FRIDAY, 18 JUN 2021
... Planning has appointed an industry veteran to its investment committee who will also oversee the dealer group's managed accounts offering. Brian Long joins Lifespan as senior investment specialist for managed accounts. He also takes a seat on the firm's ...
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