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MANAGED ACCOUNTS
People & Products
OneVue and Proactive Portfolios have delivered a new managed discretionary account offering with a unique structure....
People & Products
A new managed account business, MA Operator, has launched into the industry this week, which would target financial advisers to manage investments on clients’ behalf....
Financial planning
Managed Accounts Holdings has taken a minority stake in a Queensland planning business linked to GPS Wealth co-founder and director, Ron McGregor....
People & Products
Crystal Wealth has continued to grow its team and its funds under advice, including the recruitment of former FPA board member, Louise Lakomy....
Financial planning
netwealth has provided Fortnum advisers access to its range of separately managed accounts through a private label managed account service. ...
Funds management
SMSF trustees and their advisers will become advocates for managed portfolios once the administrative benefits are realised, according to Hub24....
Financial planning
A claimed lack of innovation in the financial planning software sector has seen independently-owned advice group, Infocus Wealth Management, develop an in-house managed a...
Funds management
Specialist managed account provider MGP have made a string of new signings on the back of a growing interest in MDA services....
Financial planning
Fixed income broker, FIIG Securities, has launched a managed income portfolio service, allowing investors to have an integrated offering with a fund manager and direct bo...
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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...