MANAGED ACCOUNT

Funds management

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

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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...

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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...

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Financial planning

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

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 weeks 6 days ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 weeks 3 days ago

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

2 months 3 weeks ago

ASIC has taken action against a Queensland adviser who was sentenced last May for misappropriating $1.8 million from his clients....

2 weeks 2 days ago

AMP is to launch a digital advice service to provide retirement advice to members of its AMP Super Fund, in partnership with Bravura Solutions. ...

2 weeks 2 days ago

A former Insignia Financial C-suite exec has taken on a leadership role at MUFG Retirement Solutions as it announces chief executive Dee McGrath will depart after six yea...

2 weeks 3 days ago