Search ResultsShowing 1 - 4 of 4 results for "SMA Report"
SMAs ideal for low-touch clients
ALEX BURKE  |  THURSDAY, 27 AUG 2015
... practice management and client outcome perspective, according to research by JBWere. The JBWere/Investment Trends 2015 SMA Report, based on an online survey of 671 financial planners, suggests that the number of advisers using SMAs in client portfolios ...
New SMAs at MLC increasing exponentially
DARREN SNYDER  |  TUESDAY, 21 JUL 2015
... ranging from investments in Australian equities, listed property and fixed income. The recent JBWere/Investment Trends SMA Report 2015 highlighted the increasing use of SMAs, with one in five financial advisers now using an SMA for a portion of their ...
Planner and investor concern hits three-year low
MARK SMITH  |  THURSDAY, 23 MAY 2013
... investment into managed funds, according to a new survey from Investment Trends. The March 2013 Planner Direct Equities and SMA Report shows planner and investor concern levels fell to their lowest point for over three years in February. Investment Trends ...
Advisers waiting for better SMAs: survey
... the demand side (the financial advisers), due for release next week. The 'supply' side SMA survey, titled the 2006 SMA Report: Technology Assessment and Benchmarking was conducted late last year where eight SMA products publicly available at the time ...
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