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MANAGED ACCOUNTS
Financial planning
With SMAs and MDAs being “the most powerful strategy” advisers can employ in their business, this CEO examines why the latter offers a sweet spot between efficiency and c...
Funds management
The acquisition of Evidentia Group by GDG shows how valuable the role and personal relationship with a managed account consultant has become to the financial advice indus...
Funds management
Generation Development Group has confirmed it is to acquire 100 per cent of Evidentia Group to create a managed account provider with over $25 billion in funds under mana...
Financial planning
Colonial First State has announced a suite of dynamic investment solutions on the FirstChoice and Edge platforms to help investors navigate inflation and market volatilit...
Financial planning
With over half of advisers using managed accounts, HUB24’s head of managed portfolios has unpacked the benefits driving their usage and how they can be leveraged by advic...
Funds management
Amid a growing appetite for alternatives, investment executives have shared questions advisers should consider when selecting a private markets product compared to their ...
Financial planning
Advisers will now be able to tap into global markets on the platform through international signature managed accounts from global managers like T. Rowe Price and Lazard. ...
Financial planning
Almost half of financial advice firms are still holding back from using managed accounts in their practice, Netwealth uncovers, despite the efficiency benefits they can o...
Funds management
Lonsec’s deputy CIO Deanne Baker has highlighted what investment tools the firm is harnessing to mitigate the impact of geopolitical risks in its managed account offering...
Financial planning
Managed account solutions at Insignia Financial have hit $10 billion in funds under management as it adds 11 model portfolios to Expand....
Funds management
Pengana Capital Group has announced the launch of a diversified global private credit separately managed account fund, with initial platform access on AMP’s North platfor...
Financial planning
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...
Financial planning
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...
Financial planning
Research conducted by Elixir Consulting and Lonsec has quantified the efficiency gains of using managed accounts in financial advice practices in hours per week saved....
Financial planning
Zenith Investment Partners has launched a range of new managed account portfolios over the past quarter, including on Insignia Financial’s Expand platform....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...