MANAGED ACCOUNTS

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...

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Tools & guides

Despite the domination of Australian equities in portfolios, global opportunities are attractive particularly for a bottom-up benchmark-unaware manager, Simon Blanchflowe...

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Funds management

DomaCom has completed its first transaction for Benwest Investment Services through managedaccounts.com.au....

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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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Tools & guides

Daniel Park examines how derivatives can play many roles in risk management and return creation despite being under the microscope in recent times....

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People & Products

OneVue and Proactive Portfolios have delivered a new managed discretionary account offering with a unique structure....

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People & Products

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....

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Financial planning

Managed Accounts Holdings has taken a minority stake in a Queensland planning business linked to GPS Wealth co-founder and director, Ron McGregor....

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People & Products

Crystal Wealth has continued to grow its team and its funds under advice, including the recruitment of former FPA board member, Louise Lakomy....

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Financial planning

netwealth has provided Fortnum advisers access to its range of separately managed accounts through a private label managed account service. ...

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Funds management

SMSF trustees and their advisers will become advocates for managed portfolios once the administrative benefits are realised, according to Hub24....

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Financial planning

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...

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Funds management

Specialist managed account provider MGP have made a string of new signings on the back of a growing interest in MDA services....

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Financial planning

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...

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MARKET INSIGHTS

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