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MANAGED ACCOUNTS
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...
Funds management
Up to 12,000 financial planners in Australia are currently using or intend to use managed accounts, according to the joint report from State Street Global Advisors and In...
Tools & guides
Use of tax-effective strategies can be one of the most important ways that advisers can add value for their clients beyond advice, writes Tanya Hoshek....
Financial planning
Managed accounts’ funds under management only experienced a modest increase of $0.42 billion to $79.91 billion at the end of June, according to data....
Guides
Managed accounts structures demonstrate maturity in face of COVID-19...
People & Products
Endorphin Wealth Management has a launched a new managed discretionary account service in collaboration with Oreana Portfolio Advisory Services, Lifespan Financial Planni...
People & Products
Managed discretionary account provider Implemented Portfolios Limited has entered into agreement with adviser group Wealth Today to provide individual managed accounts. ...
Financial planning
Netwealth has partnered with Ironbark to launch a new managed account solution to advice groups....
Financial planning
Institutional investment consultancy, Jana, has announced an expansion into the retail market with the provision of managed account services to financial advice and priva...
Funds management
Financial planners who use managed accounts are spending more time on client engagement, compliance and due diligence, according to SSGA. ...
Funds management
Lonsec has announced it has partnered with BT Financial Group and its full managed portfolio offering is now available on BT Panorama platform. ...
Features
While managed accounts have been steadily growing in Australia, there are still a number of advisers who have doubts when it comes to outsourcing their investment process...
Funds management
Managed accounts, and particularly separately managed accounts, grew strongly in the second half of last year, according to the latest IMAP/Milliman managed accounts cens...
Funds management
Praemium has announced the addition of the Australian Ethical Australian Shares portfolio to its separately managed accounts and introduced a new ESG screening platform f...
Financial planning
Australian platform provider, Praemium has reported a positive momentum during H1 2019, underpinned by a significant 122% growth in net profit after tax....
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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....