POWERED BY MOMENTUM MEDIA
MANAGED ACCOUNTS
People & Products
Lawrence Wealth and Implemented Portfolios have announced the creation of a bespoke individually managed account offering for the former, following years of the financial...
Financial planning
Adviser and client interest in managed accounts has never been higher and, commercially, there have already been some major winners. Money Management wants your views on ...
Superannuation
The additions of AllianceBernstein and Franklin Templeton Investments to superannuation platform provider, OneVue, has boosted its international separately managed accoun...
People & Products
Online multi-asset trading and investment specialist, Saxo Capital Markets, has launched a new account for entry-level traders. ...
Funds management
Praemium has expanded its separately managed account proposition with the addition of international securities....
Financial planning
High fee product manufacturers are going to have to prove their value proposition, according to the latest research from Investment Trends....
Funds management
Separately managed accounts on Macquarie Wrap investment platform have exceeded $1 billion in funds under administration....
Funds management
Perpetual Corporate Trust has broken new ground by being appointed as the Responsible Entity for Motgomery’s new exchange traded managed fund product....
Funds management
Investment manager Insight Investment has received a ‘recommended’ rating from Zenith Investment Partners for a diversified fund offering....
People & Products
Managed Accounts Holdings Limited has announced the appointment of two Linear executives to its board....
People & Products
Colonial First State has launched the first in a series of managed accounts solutions on FirstChoice....
Financial planning
Managed Accounts Holdings has completed its acquisition of Linear Financial and commenced integration of the businesses....
Knowledge Centre
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....
Funds management
Managed Accounts Holdings Limited has today announced its raising of $34 million to part fund the acquisition of Linear Financial Holdings....
People & Products
Elston Asset Management has partnered with a Brisbane-based wealth management firm to launch a private label SMA via HUB24....
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....