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MANAGED ACCOUNTS
People & Products
John Nicoll, national head of sales at Zenith, has taken up a new role at portfolio construction and consulting company InvestSense. ...
Financial planning
Speaking to Money Management, Mason Stevens’ CIO, Jacqueline Fernley, has discussed the three key things advisers need to consider when working with an outsourced asset c...
People & Products
BT’s Private Portfolio Management business will transition to Mercer later this year, following the acquisition of Advance Asset Management and the transfer of BT Super. ...
Editorial
In this week’s episode, Infinity Asset Management’s chief investment officer, Piers Bolger, shares his insights on BHP, Westpac, Afterpay, managed accounts and the market...
Funds management
Less than three years since it was launched, MLC Asset Management’s managed account strategies have surpassed $1 billion in funds under management. ...
People & Products
Separately managed accounts on the Macquarie Wrap platform have passed $10 billion in funds under management. ...
Financial planning
A new report evaluating advisers’ attitudes and use of managed accounts has highlighted its sustained popularity, with ETFs among the most popular products in these portf...
Financial planning
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...
People & Products
The firm has announced a partnership with Activus Investment Advisors to establish a suite of branded managed portfolios on the Macquarie Wrap platform....
People & Products
Lonsec has integrated its Lonsec Investment Solutions business with Implemented Portfolios Limited’s managed account solutions to offer a broader suite of investment opti...
Financial planning
BT has shared the key trends in the managed account space which are expected to continue in 2023....
Expert Analysis
The Australian investment landscape has quietly undergone a transformation in the past five to 10 years....
People & Products
Funds under management in Milliman’s SmartShield managed accounts have passed $100 million as advisers seek solutions to protect against volatility....
Financial planning
It is “too problematic” for managed accounts to hold real estate and infrastructure at the moment despite investors seeking exposure to these type in assets in the market...
Financial planning
Improved client education has helped managed accounts to grow to $135.8 billion, according to the Institute of Managed Account Professionals, a rise of 22% in a year....
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MARKET INSIGHTS
Podcast
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....