POWERED BY MOMENTUM MEDIA
MANAGED ACCOUNTS
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...
Funds management
The Praemium separately managed account (SMA) has added the Franklin Concentrated Global Equity ex Australia portfolio to its list of available offerings, as the rise of ...
Financial planning
Adviser and client interest in managed accounts has soared, and there have already been clear commercial winners. Money Management wants to know who actually benefits mos...
Knowledge Centre
Today, the use of managed accounts as an investment option is increasing, so what is a managed account, and should you consider one for your client's SMSF investments?...
Funds management
The newly-floated Netwealth has confirmed the value of its managed accounts and technology strategies with a strong first half and a robust full-year outlook....
Never miss the latest news and developments in wealth management industry
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....