Page 4 - Managed Account News Today

The lawsuit also includes claims of excessive recordkeeping fees and unreasonable fees for managed account services.

Oakbrook Terrace, IL (PRWEB) November 04, 2021 -- The Gibraltar Financial Services Commission (GFSC) has approved NAV Fund Services (Cayman) Ltd. to act as an

Promoted by Implemented Portfolios. The reality is, in the current environment, Financial Advisers should be outsourcing as much investment management related tasks as possible. What they should b

NAV Fund Administration Group Earns Best Fund Administrator Award Share Article NAV Fund Administration Group, a leading provider of administrative services to alternative asset managers, was announced as Best Fund Administrator at the HFM US Quant Services Awards, held virtually on February 25. “It was certainly a challenging year, but our team did an excellent job to keep our operations flowing smoothly,” said NAV COO Ambuj Garg. “We focused on maintaining optimal productivity, availab...

Makeover Of The Investment Platform Sector What to look out for as the $800bn investment platform sector feeds on itself By Tim Boreham, Editor, The New Criterion The head of investment platform Praemium ((PPS)), Michael Ohanessian, sounds like he’s channelling the coronavirus when he says that “like any living organism, any organisation wants to survive.” But in this case, he’s referring to the need for the $800bn a year adviser ‘platform’ sector to grow and diversify at a time ...

Switzer Daily Michael Ohanessian, head of investment platform Praemium (PPS), sounds like he’s channelling the coronavirus when he says that “like any living organism, any organisation wants to survive.” But in this case, he’s referring to the need for the $800 billion a year adviser ‘platform’ sector to grow and diversify at a time when the banks’ stampede from the wealth management sector is also creating opportunities. The banks’ exit has created what dubs as specialist platf...

Motive Partners and Clearlake Invest in InvestCloud Motive Partners, a specialist private equity firm focused on growth and buyout investments in enterprise financial services software companies, and  Clearlake Capital Group LP, a sector-focused investor that partners with management teams by providing patient, long-term capital to businesses, have acquired 80% of InvestCloud, a modular digital wealth and investment management software solutions platform.  Motive Partners and Clearlake have ...