managed investments

Financial planning

Managed accounts see 50% rise in adviser usage

Over half of advisers are now using managed accounts with their clients, according to Adviser Ratings, a rise of 50 per cent since 2019....

Financial planning

FSC and SIAA buck call for changes to sophisticated investor test

The FSC and SIAA have recommended against major changes to the income or product values for the sophisticated investor test, despite a spike in eligible investors, as the...

Funds management

WTW acquires two managed investment schemes

WTW has expanded its Australian investments business with the acquisition of the management rights to two funds from NSW-based advice business, Profile Financial Services...

Funds management

Morgan Stanley in crosshairs as Icahn losses mount

Morgan Stanley has joined Jefferies in being named as one of the banks that advised investors who have lost up to 40 per cent of their money in Carl Icahn’s NASDAQ-listed...

Funds management

MLC managed accounts strategies hit $1bn FUM mark

Less than three years since it was launched, MLC Asset Management’s managed account strategies have surpassed $1 billion in funds under management. ...

People & Products

Crestone Wealth Management boosts investment team

Crestone Wealth Management has appointed two new hires to its investment products and services team. ...

Funds management

Investors should take into account risk factors

Institutional investors who wish to maximise the benefits of factor investing should make their allocation decisions in terms of risk factors, according to EDHEC-Risk Ins...