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MANAGED ACCOUNTS
People & Products
Investment research firm Resonant Asset Management has launched a new private label multi-asset SMA program with direct stocks....
People & Products
Managed Accounts Holdings has signed new client First Point Wealth Management to provide a new Managed Discretionary Account service....
Funds management
Financial planners recommending managed accounts has doubled, despite users lacking proper education....
Financial planning
HUB24 has launched a managed portfolios education centre for financial advisers, which also provides them with client-facing tools to support advisers in educating their ...
People & Products
Macquarie has announced its separately managed accounts on the Macquarie Wrap platform have surpassed $2 billion in funds under administration....
People & Products
Lonsec’s managed accounts solution has been made available on Netwealth’s platform in response to growing adviser demand....
Funds management
Managed accounts provider, InvestSense, has seen funds under management grow by 40 per cent as advisers move away from traditional managed fund solutions....
Funds management
Praemium has announced the launch of a major technology upgrade for its global investment platform....
People & Products
BT has launched six active diversified managed portfolios on its core platform, BT Panorama. ...
Financial planning
Managed accounts are driving better client engagement and improving the delivering of financial advice, according to a new whitepaper by Colonial First State....
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....
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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...