MANAGED ACCOUNT

Funds management

Netwealth has added the Franklin Concentrated Global Equity Ex-Australia SMA to its Managed Account Service....

image
Funds management

Hall Chadwick QLD SMSF & Financial Advisors has joined the managed accounts following, awarding Innova Asset Management a substantial mandate to run its first managed acc...

image
Funds management

The popularity of Managed Accounts continues to grow, with funds under management increasing by 16.87 billion last year, according to the Institute of Managed Account Pro...

image
Financial planning

Cloud accounting software company, Class, has partnered with managed account technology, MA Operator, which provides direct client portfolio services for financial advise...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

1 month 3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

2 months ago

Interesting. Would be good to know the details of the StrategyOne deal....

2 months ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

2 weeks 2 days ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

1 week 2 days ago

The FAAA has secured CSLR-related documents under the FOI process, after an extended four-month wait, which show little analysis was done on how the scheme’s cost would a...

1 week ago