Managed accounts FUM reach record $144.5bn

IMAP/toby-potter/managed-accounts/separately-managed-accounts/

| By Rhea Nath |

IMAP’s Census of Managed Account FUM has reported over $10 billion of inflows in the last six months of 2022, recording a 9.8% rise in funds under management from the previous year.

AUTHOR

Rhea Nath

Rhea L Nath is a journalist at Money Management. She has previously worked as a business reporter with Dynamic Business and journalist in the multicultural media with Indian Link Media Group. In 2022, she was named Young Journalist of the Year at the NSW Premier’s Multicultural Communications Awards.

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Board changes at Pengana as Negus departs

Pengana/Bank-of-Queensland/boards/

| By Laura Dew |

People & Products

Pengana Capital has announced board changes as non-executive director Warwick Negus takes up a role as chairman of the Bank of Queensland.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Magellan’s head of research joins Antipodes

Magellan/antipodes/Jacob-Mitchell/

| By Rhea Nath |

People & Products

Vihari Ross, who was responsible for leading Magellan’s 30-person global research team, has moved to Antipodes as a portfolio manager.

AUTHOR

Rhea Nath

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Exelsuper enters managed accounts partnership with Activus

Activus-Investment-Advisors/managed-accounts/financial-advice/

| By Rhea Nath |

People & Products

The firm has announced a partnership with Activus Investment Advisors to establish a suite of branded managed portfolios on the Macquarie Wrap platform.

AUTHOR

Rhea Nath

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ClearView enhances life insurance options

ClearView/life-insurance/Simon-Swanson/

| By Jasmine Siljic |

People & Products

The listed financial services company has released numerous enhancements to its ClearChoice life insurance product range.

AUTHOR

Jasmine Siljic

Jasmine Siljic is a journalist at Money Management. Prior to joining MM, she also worked across other Momentum Media brands as an intern and cadet journalist. She recently completed a Bachelor of Media and Communications at Macquarie University.

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A deep dive into the adviser exam pass rate

financial-advice/exam/FASEA/

| By Laura Dew |

Financial planning

Money Management takes a closer look at the financial adviser exam and how this year’s exam results have differed from previous ones.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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The winding road ahead for digital advice

digital-advice/quality-of-advice-review/intelliflo/Ignition-Advice/

| By Jasmine Siljic |

Editorial

Whilst digitally-enhanced advice seems inevitable following the final QOA report, industry members still debate the extent of its effectiveness.

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Jasmine Siljic

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BOQ updates on CEO search

Bank-of-Queensland/patrick-allaway/ceo/appointment/

| By Laura Dew |

Financial planning

Bank of Queensland has provided an update for shareholders on its search for a chief executive following the surprise departure of George Frazis last November.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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CountPlus to hold vote on name change

Countplus/financial-advice/M&A/

| By Laura Dew |

Financial planning

CountPlus has announced it will hold an extraordinary general meeting to vote on a name change for the business.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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UBS AM appoints APAC fixed income head

UBS/appointment/fixed-income/AllianceBernstein/

| By Rhea Nath |

People & Products

The asset manager has announced Shamaila Khan will take up the role in early April after more than 10 years at AllianceBernstein.

AUTHOR

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Managed accounts FUM reach record $144.5bn

AUTHOR

Rhea Nath

Rhea 's social profiles:

Board changes at Pengana as Negus departs

AUTHOR

Laura Dew

Laura 's social profiles:

Magellan’s head of research joins Antipodes

AUTHOR

Rhea Nath

Rhea 's social profiles:

Exelsuper enters managed accounts partnership with Activus

AUTHOR

Rhea Nath

Rhea 's social profiles:

ClearView enhances life insurance options

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

A deep dive into the adviser exam pass rate

AUTHOR

Laura Dew

Laura 's social profiles:

The winding road ahead for digital advice

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

BOQ updates on CEO search

AUTHOR

Laura Dew

Laura 's social profiles:

CountPlus to hold vote on name change

AUTHOR

Laura Dew

Laura 's social profiles:

UBS AM appoints APAC fixed income head

AUTHOR

Rhea Nath

Rhea 's social profiles:

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