New client for Managed Accounts Holdings
Managed Accounts Holdings has signed new client First Point Wealth Management to provide a new Managed Discretionary Account service.
Managed Accounts Holdings has signed new client First Point Wealth Management to provide a new Managed Discretionary Account service.
Financial planners recommending managed accounts has doubled, despite users lacking proper education.
HUB24 has launched a managed portfolios education centre for financial advisers, which also provides them with client-facing tools to support...
Macquarie has announced its separately managed accounts on the Macquarie Wrap platform have surpassed $2 billion in funds under administration.
Lonsec’s managed accounts solution has been made available on Netwealth’s platform in response to growing adviser demand.
Managed accounts provider, InvestSense, has seen funds under management grow by 40 per cent as advisers move away from traditional...
Praemium has announced the launch of a major technology upgrade for its global investment platform.
BT has launched six active diversified managed portfolios on its core platform, BT Panorama.
Managed accounts are driving better client engagement and improving the delivering of financial advice, according to a new whitepaper by...
The Institute of Managed Accounts Professionals has told the Royal Commission that managed accounts should be regarded as a form...
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