Endorphin Wealth Management has launched a managed discretionary account (MDA) service, a collaboration with Oreana Portfolio Advisory Services, licensee Lifespan Financial Planning, and...
Managed Accounts
Investment Insights
IPL enters agreement with adviser Wealth Today
2 July 2020
Managed discretionary account provider Implemented Portfolios Limited (IPL) has entered into agreement with adviser group Wealth Today.
The agreement...
Netwealth partners with Ironbark for managed account service
6 May 2020
Netwealth has partnered with Ironbark to launch a new managed account solution to advice groups.
The service would provide private label managed account...
Jana expands into retail market
5 May 2020
Institutional investment consultancy, Jana, has announced its expansion into the retail market which will see the firm offer its managed account services to financial...
Managed accounts save 13 hours a week
23 April 2020
Managed accounts usage has increased 14% since 2019 as the role of financial planners has shifted from being an ‘investment adviser’ to a ‘wealth coach’, according to...
BT Panorama to include Lonsec’s managed portfolios
31 March 2020
Lonsec has announced it has entered into partnership with BT Financial Group which will see its full suite of listed and retirement managed portfolios now available on...
Are managed accounts suitable for all?
20 March 2020
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...
