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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....
Financial planning
Financial planning group Fiducian has seen its adviser numbers rise by 27% in the first half of the financial year thanks to an acquisition and new office openings....
People & Products
Brisbane-based wealth practice, Patman Planning Group, has partnered with Activus Investment Advisors to launch its separately managed accounts on the HUB24 platform. ...
People & Products
Adviser demand has led BetaShares make its range of ethically-screened separately managed accounts available on the Netwealth platform....
Funds management
The firm has reported $4.9 billion in annual inflows in calendar year 2021, 87% higher than the previous year....
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....
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....
Financial planning
The asset manager has launched its first separately managed account in partnership with Praemium....
People & Products
Funds under administration for the Macquarie Wrap platform has passed a billion dollars this year....
People & Products
The Wealth Core Investment list was launched in April 2020 and interest from retirees reflected that COVID-19 had pushed investors into taking more of an interest in reti...
People & Products
Aberdeen Standard Investments has added Futuro Financial Services and Profusion Planning to its separately managed account service....
People & Products
Arrow will have use of Nucleus’ digital advice platform Nucleus Wealth Fusion, a robo-advice platform with active management and environmental, social and governance filt...
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...
Funds management
Clime Investment Management has announced the launch of separately managed account investment portfolios for self-directed investors....
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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....