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Showing 1 - 10 of 283 results for "SMAs"

Aequitas hires former Vanguard consultant

MICHELLE BALTAZAR | THURSDAY, 14 MAY 2026

... worked at Lonsec as senior investment analyst in managed fund research, conducting research on Managed Funds, ETFs, LICs and SMAs. Besides Stephan, Aequitas has also appointed Tea Van Ross (nee May) as head of strategy and client delivery. Ross had worked ...

Managed accounts increase confidence amid volatility: Research

RIDDHIMA TALWANI | MONDAY, 23 MAR 2026

... and more about the perceived cost, effort and complexity of transitioning existing clients. Separately managed accounts (SMAs) remain the most widely used managed account structure, with around nine in 10 advisers implementing managed accounts via SMAs. ...

SMSF advice requires specialist skills, professional judgement: SMSFA

KARREN VERGARA | THURSDAY, 19 FEB 2026

... ASIC previously flagged it is reviewing the managed accounts sector, particularly the growth of separately managed accounts (SMAs), in its 2025-26 Corporate Plan. While the regulator did not label managed accounts as vertically integrated as such, it ...

Janus Henderson to acquire Richard Bernstein Advisors

ELIZA BAVIN | TUESDAY, 27 JAN 2026

... Henderson said the acquisition will substantially enhance its position in model portfolios and separately managed accounts (SMAs). At the completion of the transaction, Janus Henderson will rank among the top 10 model portfolio providers in North America. ...

Betashares launches retirement income SMAs on CFS Edge

MATTHEW WAI | WEDNESDAY, 14 JAN 2026

... offer retirees an enhanced income of 2% p.a. above traditional benchmark portfolios through separately managed accounts (SMAs) on the CFS Edge platform. The SMAs leverage Betashares' institutional-grade investment solutions and portfolio construction ...

Federated Hermes appoints global fixed income CIO

RIDDHIMA TALWANI | TUESDAY, 13 JAN 2026

... Hermes fixed-income team for decades and has served as portfolio manager spanning mutual funds, collective investment funds, SMAs and closed end funds," President and chief executive of Federated Advisory Companies John Fisher said. "Gallo not only possesses ...

MST Financial acquires FIIG Securities' unit, boosts assets

KARREN VERGARA | FRIDAY, 14 NOV 2025

... funds under management and advice, which exceeds $700 million, sit across unit trusts, IMAs and the MST Sandstone Income SMAs. "As Australia transitions away from listed bank hybrids toward institutional and OTC issuance, MST is positioning itself to ...

ASIC targets potential vertical integration in managed accounts

KARREN VERGARA | FRIDAY, 17 OCT 2025

... especially when an AFSL is the provider of its own managed accounts products in the form of separately managed accounts (SMAs). Deloitte Access Economics highlighted these issues to ASIC in 2021 when it saw that the structure of managed accounts can ...

Vanguard partners to launch core-satellite portfolios for advisers

MATTHEW WAI | THURSDAY, 16 OCT 2025

... portfolio offering. The Vanguard Core-Satellite Model Portfolios are available to advisers as separately managed accounts (SMAs) and encompass five multi-asset portfolio options ranging from 'Conservative' to 'All Growth'. Designed for long-term outperformance ...

Entireti launches SMA, portfolio management service

ANGELIQUE MINAS | WEDNESDAY, 1 OCT 2025

... implementation of investment advice and deliver enhanced client outcomes. It features a range of actively managed, cost-effective SMAs, with options for accumulation, retirement and direct equities. It offers portfolio management services to support ...

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BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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