MANAGED DISCRETIONARY ACCOUNTS

Managed account growth has continued throughout the COVID-19 pandemic...

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Guides

Managed accounts structures demonstrate maturity in face of COVID-19...

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Funds management

Integrated Portfolio Solutions has announced its funds under administration have exceeded $5 billion thanks to strong flows from family offices and investment advisers....

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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...

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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...

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Financial planning

The Australian Securities and Investments Commission has announced that AMP Financial Planning has been required to stop providing managed discretionary account services....

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Guides

The question confronting the managed accounts sector is whether increased regulatory scrutiny will act as a brake to its recent rapid growth?...

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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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Expert Analysis

As the popularity of managed discretionary accounts continues to climb, Eugene Ardino outlines exactly what financial planners should know about advising on them....

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

JOHN GILLIES

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

6 hours 53 minutes ago
So happy to hear this

It couldn't happen to a more worthy organisation - good luck to the heroes coming to clean the place up!...

7 hours 37 minutes ago
Toni Watson

Yes used the money that should have been invested as if it was his own. Thought he was invincible but the house of cards...

8 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. ...

9 months 4 weeks 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