The adoption of managed portfolios can enable advice practice redesign, with a case study of a small firm showing that over a three-year transition period, client value propositions,...
Managed Accounts
Investment Insights
AMP ups ante on managed accounts
3 July 2019
AMP Limited has revealed a part of new commercial strategy, announcing a larger presence in the managed accounts space utilising its MyNorth platform.
...
IMAP creates model portfolio data standard
14 June 2019
IMAP has announced an agreed industry standard for the transmission of model portfolio data covering areas such as file format, model components, security code...
Lonsec appoints head of wealth management sales
14 June 2019
Lonsec is putting its weight behind the growth of the managed accounts industry, making a key business development hire to help support the rapid expansion of its...
Ellerston Capital buys stake in Morphic
31 May 2019
Ellerston Capital has announced it has acquired a controlling interest in Morphic Ethical Equities Fund’s (MEC) manager, Morphic Asset Management, which is a specialist...
