The popularity of managed accounts does not mean advisers are unquestioningly optimistic about them with many worried about their value proposition for clients and the possibility that the...
Managed Accounts
Investment Insights
Managed accounts finished 2019 strong
17 March 2020
Managed accounts were continuing their rise and rise in Australia late last year and before the current market volatility, with the latest Institute of Managed Accounts...
Praemium expands ESG options
10 March 2020
Managed accounts platform, Praemium, has announced the addition of the Australian Ethical Australian Shares portfolio to its separately managed accounts (SMAs) and...
Praemium’s profit up in H1
10 February 2020
Platform provider, Praemium has reported a positive momentum in for its Australian business in the H1 2019, underpinned by a significant 122% growth in net profit after...
AMP FP loses MDA license rights
18 December 2019
AMP Financial Planning has ceased providing managed discretionary account (MDA) services following the imposition of tailored licensing conditions by the Australian...
Guide to Managed Accounts 2019
7 November 2019
The question confronting the managed accounts sector is whether increased regulatory scrutiny will act as a brake to its recent rapid growth?
A combination of...
Can managed accounts thrive beyond regulatory scrutiny?
31 October 2019
The question confronting the managed accounts sector is whether increased regulatory scrutiny will act as a brake to its recent rapid growth?
A...
