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MANAGED DISCRETIONARY ACCOUNTS
Financial planning
The managed account sector increased by $10.6 billion over the past six months, according to IMAP, as it surpassed the “major milestone” of $200 billion in funds under ma...
Managed account growth has continued throughout the COVID-19 pandemic...
Guides
Managed accounts structures demonstrate maturity in face of COVID-19...
Funds management
Integrated Portfolio Solutions has announced its funds under administration have exceeded $5 billion thanks to strong flows from family offices and investment advisers....
Features
While managed accounts have been steadily growing in Australia, there are still a number of advisers who have doubts when it comes to outsourcing their investment process...
Funds management
Managed accounts, and particularly separately managed accounts, grew strongly in the second half of last year, according to the latest IMAP/Milliman managed accounts cens...
Financial planning
The Australian Securities and Investments Commission has announced that AMP Financial Planning has been required to stop providing managed discretionary account services....
Guides
The question confronting the managed accounts sector is whether increased regulatory scrutiny will act as a brake to its recent rapid growth?...
Features
There are no shortage of product structures for those looking to try their luck with listed investments. Balaji Gopal makes the case for exchange traded funds, one of man...
Expert Analysis
As the popularity of managed discretionary accounts continues to climb, Eugene Ardino outlines exactly what financial planners should know about advising on them....
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...