MANAGED ACCOUNTS

Financial planning

MLC Asset Management’s managed account offerings have hit $2 billion in funds under management, underpinned by over half of financial advisers’ usage of the investment pr...

Financial planning

AMP Advice has partnered with BlackRock and Lonsec to expand its suite of managed portfolio solutions, further democratising advisers’ access to these products....

Financial planning

Financial advisers can now access Vanguard’s diversified managed account strategies on HUB24 and Netwealth, marking a “significant expansion” through new distribution cha...

Financial planning

Top-performing business development managers are seeing bonuses of up to 90 per cent of their salary as new investment products and advisers’ usage of managed accounts me...

Financial planning

Up to three-quarters of financial advisers could be using managed accounts in the coming years, according to the latest Investment Trends/SPDR research....

Financial planning

Managed accounts grew by $33 billion in the second half of 2023, double the volume that they grew in the previous six months, according to IMAP. ...

People & Products

Queensland-based advice firm Provident Advisory has launched a range of managed accounts on BT Panorama as it seeks to achieve greater efficiencies. ...

Financial planning

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

Funds management

Zenith Investment Partners’ Steven Tang has identified which asset classes will provide opportunities for active stock selection as recession fears and share market volat...

People & Products

Colonial First State has added 25 managed accounts to its Edge platform from Atchison, Drummond and Russell Investments. ...

Financial planning

Managed accounts can be a benefit for advisers in their professional year, according to experts, as they pose a lower compliance burden and improved risk management. ...

Funds management

IMAP’s census of managed account FUM has risen by 9.8 per cent to $161.9 billion in the first six months of 2023....

People & Products

Announcing record profits of $67.2 million and an increased market share of 6.7 per cent, the firm intends to relaunch an upgraded Core product in September targeting cos...

People & Products

John Nicoll, national head of sales at Zenith, has taken up a new role at portfolio construction and consulting company InvestSense. ...

Financial planning

Speaking to Money Management, Mason Stevens’ CIO, Jacqueline Fernley, has discussed the three key things advisers need to consider when working with an outsourced asset c...

 

MARKET INSIGHTS

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

Chris Cornish

By having trustees supervise client directed payments from their pension funds, Stephen Jones and the federal Labor gove...

14 hours 39 minutes ago
Chris Cornish

Now we now the size of Stephen Jones' CSOLR tax, I doubt anyone will be employer any new financial adviser from this poi...

14 hours 45 minutes ago
JOHN GILLIES

Amazing ! Between the beginning of licencing Feb 2002 and 2008 this was a very good stable industry.Then the do-gooders...

1 day 9 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

10 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

10 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

10 months 1 week ago