Investment research firm Resonant Asset Management has launched a new private label multi-asset separately managed account (SMA) program with direct stocks.
The service...
Managed Accounts
Investment Insights
New client for Managed Accounts Holdings
10 April 2019
Managed Accounts Holdings has signed new client First Point Wealth Management to provide a new Managed Discretionary Account (MDA) service.
First Point...
Managed accounts usage doubled, but education lacking
3 April 2019
Despite the number of financial planners who recommend managed accounts having almost doubled in the last five years, more than 80 per cent of potential users say they...
