SMAS

Funds management

Praemium has added five new multi-asset SMAs to its platform from fintech Briefcase, which are constructed using ASX-listed ETFs to meet rising adviser demand....

Financial planning

Colonial First State has announced a suite of dynamic investment solutions on the FirstChoice and Edge platforms to help investors navigate inflation and market volatilit...

People & Products

Separately managed accounts on the Macquarie Wrap platform have passed $10 billion in funds under management. ...

Expert Analysis

The Australian investment landscape has quietly undergone a transformation in the past five to 10 years....

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Expert Analysis

The resolution of several regulatory issues regarding Legal Entity Identifiers, writes Chris Donohoe, demonstrates the financial system is set for further growth....

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Funds management

Fiducian Group has reported a $600 million increase in funds under management, advice and administration while revenue was up 11% counting year-on-year. ...

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Awards

A “quality” focus has helped DNR Capital Australian Equities High Conviction Portfolio win the Money Management Fund Manager of the Year award in the Separately Managed A...

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Funds management

First Sentier Investors has added two separately managed account portfolios to the HUB24 IDPS and HUB24 Super menu suite. ...

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Funds management

Lonsec has announced it has partnered with BT Financial Group and its full managed portfolio offering is now available on BT Panorama platform. ...

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Funds management

Praemium has announced the addition of the Australian Ethical Australian Shares portfolio to its separately managed accounts and introduced a new ESG screening platform f...

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Funds management

AllianceBernstein has announced that its AB Concentrated Global Growth Managed Portfolio is now available on Netwealth platform....

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Funds management

Zurich is now offering a Global Growth Opportunities separately managed account on the HUB24 platform, offering an ‘even more concentrated’ version of its Concentrated Gl...

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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...

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Funds management

BetaShares has announced that its exchange traded fund model portfolios are now accessible to financial advisers via separately managed accounts....

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Funds management

Ellerston Capital has announced it has acquired a controlling stake in MEC’s manager, Morphic Asset Management....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 weeks 5 days ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 weeks 2 days ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

2 months 3 weeks ago

AMP is to launch a digital advice service to provide retirement advice to members of its AMP Super Fund, in partnership with Bravura Solutions. ...

2 weeks 1 day ago

ASIC has taken action against a Queensland adviser who was sentenced last May for misappropriating $1.8 million from his clients....

2 weeks 1 day ago

A former Insignia Financial C-suite exec has taken on a leadership role at MUFG Retirement Solutions as it announces chief executive Dee McGrath will depart after six yea...

2 weeks 2 days ago