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...
Despite the domination of Australian equities in portfolios, global opportunities are attractive particularly for a bottom-up benchmark-unaware manager, Simon Blanchflowe...
DomaCom has completed its first transaction for Benwest Investment Services through managedaccounts.com.au....
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...
Daniel Park examines how derivatives can play many roles in risk management and return creation despite being under the microscope in recent times....
OneVue and Proactive Portfolios have delivered a new managed discretionary account offering with a unique structure....
A new managed account business, MA Operator, has launched into the industry this week, which would target financial advisers to manage investments on clients’ behalf....
Managed Accounts Holdings has taken a minority stake in a Queensland planning business linked to GPS Wealth co-founder and director, Ron McGregor....
Crystal Wealth has continued to grow its team and its funds under advice, including the recruitment of former FPA board member, Louise Lakomy....
netwealth has provided Fortnum advisers access to its range of separately managed accounts through a private label managed account service. ...
SMSF trustees and their advisers will become advocates for managed portfolios once the administrative benefits are realised, according to Hub24....
A claimed lack of innovation in the financial planning software sector has seen independently-owned advice group, Infocus Wealth Management, develop an in-house managed a...
Specialist managed account provider MGP have made a string of new signings on the back of a growing interest in MDA services....
Fixed income broker, FIIG Securities, has launched a managed income portfolio service, allowing investors to have an integrated offering with a fund manager and direct bo...
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 ...