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MANAGED ACCOUNTS
Financial planning
The Institute of Managed Accounts Professionals has told the Royal Commission that managed accounts should be regarded as a form of advice rather than as a product....
Financial planning
Funds under management in managed accounts increased by nine per cent to $5.4 billion for six months to 30 June, 2018, according to IMAP....
Features
Advisers will be able to better compare managed accounts under a new SMA database launched this month by FE, Mike Taylor writes....
Funds management
Separately managed accounts on the Wrap platform have exceeded $1.5 billion in funds under administration, according to Macquarie....
Funds management
Vanguard has announced it has launched diversified portfolio strategies which will be available on Macquarie’s separately managed accounts on the Macquarie Wrap platform....
People & Products
The Institute of Managed Account Professionals has announced the winners of the 2018 IMAP Managed Accounts Awards....
Expert Analysis
As the popularity of managed discretionary accounts continues to climb, Eugene Ardino outlines exactly what financial planners should know about advising on them....
People & Products
The Institute of Managed Account Professionals has announced the finalists of the 2018 IMAP Managed Account Awards. ...
People & Products
IOOF has launched its new Managed Portfolio Service, a managed discretionary account solution, on its flagship platform, IOOF Pursuit. ...
Expert Analysis
Eylem Kamerakkas writes that the increased transparency, control and engagement that managed accounts offer mean they are giving equities and managed funds a run for thei...
Features
Money Management conducted a roundtable in which key participants discussed the evolving impact the rise of managed accounts has had on planning and platforms....
Financial planning
The proportion of advisers recommending managed accounts, or intending to, has jumped from 46 per cent to 64 per cent over the last year, according to the latest research...
Financial planning
The thematic investment manager’s global share portfolios will be available as separately managed accounts via the Praemium platform....
People & Products
OneVue’s platform will be used to move Kuda Wealth’s high net worth clients to Watershed Funds Management’s managed accounts solution....
Funds management
Praemium has reported strong platform inflows for the March 2018 quarter, with gross inflows of $671 million, 39 per cent higher than those of the prior corresponding tim...
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So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...