Managed Accounts Holdings has completed its acquisition of Linear Financial and commenced integration of the businesses....
The benefits of managed accounts are simple, but choosing a product that makes sense for your value proposition can be difficult. We point you in the right direction....
Managed Accounts Holdings Limited has today announced its raising of $34 million to part fund the acquisition of Linear Financial Holdings....
Elston Asset Management has partnered with a Brisbane-based wealth management firm to launch a private label SMA via HUB24....
Advisers who are using managed accounts are saving over 14 hours a week and could potentially generate $45,000 p.a. in additional revenue....
Julia Schortinghuis, Lighthouse Capital, has been able to grow her business with the help of a platform....
Minh Ly looks at modelling strategies to help advisers help clients understand how likely a desired spending level can be sustained during retirement....
Fundamentally change the conversation with clients from trading and stock stories to a more strategic focus. ...
The managed account market is dominated by small providers but big players are starting to throw money into the sector that experts have said is big enough for everyone, ...
Managed discretionary accounts grew by 37.14 per cent over the six months to 31 July 2017, according to IMAP....
Todd Canter explains why global real estate and infrastructure provide significant diversification benefits and have therefore earned their place in a globally diversifie...
Convincing product committees to get managed accounts onto APLs used to impede planners from using them but this trend was now shifting....
The IFA market has marched ahead of the aligned channel in using managed accounts, with penetration in banks slower due to their conservative approach....
Netwealth has announced further expansion of its retail managed account offerings, adding Elston and Quilla to its managed accounts menu....
Liz Moran looks at why corporate bonds are an attractive alternative investment during a low interest environment....
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 ...