Advisers and investors are starting to recognise that private credit encompasses a range of strategies beyond corporate lending as they look to leverage its strong return...
Amid a growing appetite for alternatives, investment executives have shared questions advisers should consider when selecting a private markets product compared to their ...
Investment executives say the benefits of real assets for client portfolios can “absolutely” outweigh the illiquidity risk, provided there is a good understanding of its ...
The managed account sector increased by $10.6 billion over the past six months, according to IMAP, as it surpassed the “major milestone” of $200 billion in funds under ma...
Research house SQM has announced it will collect data covering managed account portfolios in response to industry demand, with the intention to launch benchmarks in due c...
The adoption of managed accounts is essential for financial advice businesses to achieve scale, two experts argue, otherwise advisers risk “limiting their growth”....
For financial advisers looking to outsource their investment decision-making, selecting the right investment provider means prioritising cultural alignment and scalabilit...
MLC Asset Management’s managed account offerings have hit $2 billion in funds under management, underpinned by over half of financial advisers’ usage of the investment pr...
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....
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....