Licensees employing managed accounts for bespoke client offerings
Licensees are developing their own bespoke managed account strategies and 20 per cent of advisers have said they are encouraged...
Licensees are developing their own bespoke managed account strategies and 20 per cent of advisers have said they are encouraged...
Lonsec Investment Solutions (LIS) is set to launch a new alternative asset investment solution for financial advisers and their high-net-worth...
Marking a decade offering managed accounts in Australia, BlackRock has elaborated on the changes it has seen in their usage...
Managed accounts saw net inflows of $14.3 billion in the six months to 31 December, according to the latest IMAP...
As assets in separately managed accounts reach $200 billion, industry stakeholders have formed a committee to standardise their fee reporting.
With SMAs and MDAs being “the most powerful strategy” advisers can employ in their business, this CEO examines why the...
The acquisition of Evidentia Group by GDG shows how valuable the role and personal relationship with a managed account consultant...
Generation Development Group has confirmed it is to acquire 100 per cent of Evidentia Group to create a managed account...
Colonial First State has announced a suite of dynamic investment solutions on the FirstChoice and Edge platforms to help investors...
With over half of advisers using managed accounts, HUB24’s head of managed portfolios has unpacked the benefits driving their usage...
In financial markets, excitement drives headlines. Equity markets rise, fall, and recover — creating stories that capture attention. Yet sustainable...
Winner of Executive of the Year – Funds Management 2025After years at Goldman Sachs and Credit Suisse, Jonathan Belz founded...
Cryptocurrency liquidity has become a cornerstone of sophisticated wealth management strategies, with real-time settlement capabilities revolutionizing traditional investment approaches. The...
In this episode of Relative Return, host Laura Dew chats with Roy Keenan, co-head of fixed income at Yarra Capital...
