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Search ResultsShowing 1 - 10 of 100+ results for "Managed Accounts"
Lifespan adds MDAs to BT Panorama
KANIKA SOOD  |  TUESDAY, 22 SEP 2020
... "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 ...
Boutique welcomes operations chief
KARREN VERGARA  |  TUESDAY, 22 SEP 2020
... operating officer for a global investment firm and equities product manager, as well as her work with separately managed accounts," Rahmani said.
Zenith hires consultants from Lonsec
KANIKA SOOD  |  FRIDAY, 18 SEP 2020
... 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 inch to $80bn
KARREN VERGARA  |  WEDNESDAY, 16 SEP 2020
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 ...
New research head at Centrepoint Alliance
KANIKA SOOD  |  TUESDAY, 8 SEP 2020
... 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 ...
New sales lead at ethical manager
ELIZABETH MCARTHUR  |  MONDAY, 7 SEP 2020
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 ...
Financial Standard launches FS Sustainability
STAFF WRITER  |  TUESDAY, 1 SEP 2020
... 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 ...
Unmet advice needs increases for SMSF trustees
ANNABELLE DICKSON  |  THURSDAY, 20 AUG 2020
... 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% ...
Fiducian posts $10.5m in FY20 profits
KANIKA SOOD  |  MONDAY, 17 AUG 2020
... 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 ...
Praemium shows growth in crisis
ELIZA BAVIN  |  FRIDAY, 14 AUG 2020
... company's prospects for growth are exciting as more advisers are becoming aware of Praemium's capabilities its managed accounts platform can provide.
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