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MANAGED ACCOUNTS
Financial planning
Advisers who are using managed accounts are saving over 14 hours a week and could potentially generate $45,000 p.a. in additional revenue....
Knowledge Centre
Julia Schortinghuis, Lighthouse Capital, has been able to grow her business with the help of a platform....
Tools & guides
Minh Ly looks at modelling strategies to help advisers help clients understand how likely a desired spending level can be sustained during retirement....
Knowledge Centre
Fundamentally change the conversation with clients from trading and stock stories to a more strategic focus. ...
Features
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, ...
Funds management
Managed discretionary accounts grew by 37.14 per cent over the six months to 31 July 2017, according to IMAP....
Tools & guides
Todd Canter explains why global real estate and infrastructure provide significant diversification benefits and have therefore earned their place in a globally diversifie...
Financial planning
Convincing product committees to get managed accounts onto APLs used to impede planners from using them but this trend was now shifting....
Financial planning
The IFA market has marched ahead of the aligned channel in using managed accounts, with penetration in banks slower due to their conservative approach....
People & Products
Netwealth has announced further expansion of its retail managed account offerings, adding Elston and Quilla to its managed accounts menu....
Features
Liz Moran looks at why corporate bonds are an attractive alternative investment during a low interest environment....
Financial planning
Managed accounts met the requirements of the post-FOFA world of compliance, client centricity and scalability, and had grown 27 per cent in the six months to December 20...
Tools & guides
Despite the domination of Australian equities in portfolios, global opportunities are attractive particularly for a bottom-up benchmark-unaware manager, Simon Blanchflowe...
Funds management
DomaCom has completed its first transaction for Benwest Investment Services through managedaccounts.com.au....
Financial planning
ASIC’s regulatory guidance on managed accounts as well as enhanced features should see an uptick in adviser take-up of the platform, according to Tria Investment Partners...
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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....