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SMAS
People & Products
Macquarie has announced its separately managed accounts on the Macquarie Wrap platform have surpassed $2 billion in funds under administration....
People & Products
The research house has included superannuation research in its iRate platform, making an understanding of super “no longer optional” for advisers....
Funds management
Netwealth has added the Franklin Concentrated Global Equity Ex-Australia SMA to its Managed Account Service....
People & Products
Evergreen Consultants has recently expanded its client base to include a number of well-established financial advisory firms across the country....
Features
Advisers will be able to better compare managed accounts under a new SMA database launched this month by FE, Mike Taylor writes....
Funds management
Separately managed accounts on the Wrap platform have exceeded $1.5 billion in funds under administration, according to Macquarie....
Features
Money Management conducted a roundtable in which key participants discussed the evolving impact the rise of managed accounts has had on planning and platforms....
Financial planning
The proportion of advisers recommending managed accounts, or intending to, has jumped from 46 per cent to 64 per cent over the last year, according to the latest research...
Financial planning
The thematic investment manager’s global share portfolios will be available as separately managed accounts via the Praemium platform....
Funds management
Praemium has reported strong platform inflows for the March 2018 quarter, with gross inflows of $671 million, 39 per cent higher than those of the prior corresponding tim...
Funds management
The Praemium separately managed account (SMA) has added the Franklin Concentrated Global Equity ex Australia portfolio to its list of available offerings, as the rise of ...
People & Products
ANZ Wealth has added 13 new SMAs to its Grow Wrap platform....
Funds management
Antares Equities has reached $1 billion in separately managed accounts (SMAs) funds under management (FUM)....
Financial planning
Macquarie Wrap has added 54 managed funds and 20 SMAs in the past year, bringing the total number of funds available to over 700. ...
Funds management
Stock market commentator, Marcus Padley, has introduced an aggressive strategy for investors and advisers for investing in Australian equity. ...
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MARKET INSIGHTS
Podcast
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....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...