Managed accounts grew by $33 billion in the second half of 2023, double the volume that they grew in the previous six months, according to IMAP. ...

Over half of advisers are now using managed accounts with their clients, according to Adviser Ratings, a rise of 50 per cent since 2019....

IMAP’s census of managed account FUM has risen by 9.8 per cent to $161.9 billion in the first six months of 2023....

According to this cyber security professional, the trusted relationships between advisers and their clients are the target for infiltration by hackers and firms need to e...

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 pre...

The ability for bonds to deliver income, diversification and capital preservation for investors is much stronger in a high-rate environment, according to a panel, and cli...

The Australian investment landscape has quietly undergone a transformation in the past five to 10 years....

There are misconceptions around philanthropy as clients are unsure if they have enough money to make a charitable gift or legacy, according to Perpetual Private....

A panel of portfolio managers have shared how advisers can adjust model portfolios for the changing environment as current models are unlikely to meet clients’ objectives...

It is crucial to distinguish between short-term events and long-term shifts when it comes to assessing geopolitical risk, according to a panel, as clients raise frequent ...

BT is increasing the help available for support teams in advice firms to drive efficiencies in the back-office system....

Improved client education has helped managed accounts to grow to $135.8 billion, according to the Institute of Managed Account Professionals, a rise of 22% in a year....

The inflation environment will be much higher than pre-COVID levels over the next two to five years despite pockets of deflation, according to AMP Capital....

Removing Design and Distribution Obligations for providers of personal advice is a key recommendation in the Institute of Managed Professionals’ submission to the Quality...