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

Managed accounts drive profit, revenue surge

JAMIE WILLIAMSON  |  FRIDAY, 6 MAY 2022
Financial advice firms using managed accounts for the last three years have seen almost 80% more profit per owner than those without, new research shows. Latest insights from Praemium and Business Health show practices using managed accounts achieved ...

AMG Super hires to distribution team

CHLOE WALKER  |  THURSDAY, 5 MAY 2022
... clients utilise the benefits of our trading services and assist in the expansion of our individual HIN based managed accounts service - Guided Portfolio Service."

abrdn hires from State Street

CHLOE WALKER  |  MONDAY, 2 MAY 2022
... capability locally." In the role, he will also assume the portfolio lead for the Australian-based portfolios and managed accounts. "The breadth of abrdn's investment platform across public, alternative and private markets, coupled with digital, sustainability ...

BT Panorama sees SMSF growth

CHLOE WALKER  |  WEDNESDAY, 20 APR 2022
... complemented by an anticipated extension of the existing suites managed by BlackRock and Russell Investments. Demand for managed accounts is also being driven by advice practices that had used BT Wrap primarily as their main platform and are moving their ...

Popularity soars for managed accounts

CHLOE WALKER  |  TUESDAY, 22 MAR 2022
More than ever, financial advisers are turning to managed accounts to better take care of client funds, according to SPDR ETFs and Investment Trends most recent report. According to the research, more than half (53%) of financial advisers are now using ...

Managed accounts FUM at $131bn

CHLOE WALKER  |  TUESDAY, 15 MAR 2022
Strong inflows and solid market performance underpinned significant growth in the managed accounts sector, according to the latest data released by Institute of Managed Account Professionals (IMAP) and Milliman. As at 31 December 2021, funds under management ...

Yarra recruits BTFM specialist

JAMIE WILLIAMSON  |  WEDNESDAY, 9 MAR 2022
... was with BT Financial Group for about seven years and also served as an association portfolio manager with BT Managed Accounts. He has also previously worked as an auditor at Kelly Partners. In his new role, Mugglestone is responsible for managing and ...

Implemented Portfolios launches ESG models

CHLOE WALKER  |  TUESDAY, 1 MAR 2022
... financial advisers utilising our service aren't spending hours and hours having to research, build and maintain these managed accounts on their own. "Being built within our IMA structure, these ESG tilted portfolios allow advisers to deliver a highly ...

Value strategy drags Clime's performance

KARREN VERGARA  |  MONDAY, 28 FEB 2022
... decline. On February 24, Clime finalised its 75% ownership of Ralton Asset Management. This created a $330 million managed accounts service split into four products which Donat said have outperformed the relevant benchmarks. In December, Madison acquired ...

WealthO2, ROAR and NEO merge

ELIZABETH MCARTHUR  |  THURSDAY, 17 FEB 2022
Managed accounts platform WealthO2 has merged with financial planning software firm ROAR Software and wealth platform software specialist NEO. Wealth02 chief executive Andrew Whelan said the merger will significantly grow the business. "The coming together ...
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