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Financial planning
Managed account solutions at Insignia Financial have hit $10 billion in funds under management as it adds 11 model portfolios to Expand....
Funds management
Clime Investment Management will transfer management of around $270 million of funds under management in the SMA/MDA space to Ralton in exchange for a 75% shareholding....
Managed account growth has continued throughout the COVID-19 pandemic...
Funds management
Having just surpassed $100 billion in funds under management, the industry could hit the $200 billion milestone in three years, according to IMAP....
People & Products
It has hired Brian Long as senior investment specialist – managed accounts to help support Lifespan’s managed discretionary account range....
Guides
Managed accounts structures demonstrate maturity in face of COVID-19...
People & Products
Endorphin Wealth Management has a launched a new managed discretionary account service in collaboration with Oreana Portfolio Advisory Services, Lifespan Financial Planni...
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?...
Financial planning
Advisers need to make a considered decision when using MDAs and need an offering that allows them to be flexible for the different circumstances of their clients, Xplore ...
Features
Laura Dew explores how the managed account space could change in the future as the industry awaits the conclusion of an ASIC review of the sector....
Financial planning
Philo Capital Advisers has launched a managed discretionary account service designed for Melbourne-based advisory business Strategic Wealth. ...
Financial planning
The Institute of Managed Accounts Professionals has told the Royal Commission that managed accounts should be regarded as a form of advice rather than as a product....
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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....