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MANAGED ACCOUNTS
Financial planning
Advice practices using managed accounts are achieving significant profit gains compared to their non-using peers, according to research from Praemium....
Financial planning
Funds under administration in managed accounts have grown by 57% in the March quarter at BT to $10.9 billion, driven by an increased number of advisers using BT Panoroma ...
Financial planning
More than half of financial advisers are using managed accounts, up from just 16% a decade ago, according to research from Investment Trends and State Street Global Advis...
Financial planning
Funds under management in managed accounts have risen to $131.6 billion with particular growth seen in the separately-managed account space. ...
Financial planning
BT has seen strong growth in its managed account solutions, particularly in the sustainability space, as it sets the goal to be the leader in the platform market....
Features
Managed accounts have come a long way in the two decades that they have been growing in Australia, Liam Cormican writes, but the only thing holding them back is their com...
Expert Analysis
In reviewing investment portfolios, there have been several consistent themes arising when it comes to constructing a portfolio, writes Rowan Stewart....
Financial planning
The options in the market for managed accounts are helping provide accessible options for advisers who need to achieve scale, according to abrdn....
Expert Analysis
Managed accounts have seen incredible growth in their use and popularity with financial advisers over the past 12 to 18 months, writes Steven Tang, and for good reason....
Managed account growth has continued throughout the COVID-19 pandemic...
Funds management
Having just surpassed $100 billion in funds under management, the industry could hit the $200 billion milestone in three years, according to IMAP....
Funds management
The average wrap account held over $1 million with the firm feeling well-positioned to take advantage of the changing advice landscape....
Financial planning
Take-up of managed accounts is expected to increase in the next 12 months as more products are added to the MyNorth and Macquarie Wrap platforms....
Financial planning
BT Panorama has recorded the second highest quarter net inflows of $2.44 billion for the June quarter since the platform’s launch. ...
Financial planning
Over 70% of advisers are using or plan to use managed accounts, but advisers aren’t following through on maximising clients’ funds in them, according to Evergreen Consult...
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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...