Q: What is the most important challenge confronting financial planners when discussing managed accounts with their clients?
A: Being able to...
Managed Accounts
SMAs on Macquarie Wrap surpass $1.5 billion in FUA
23 August 2018
Macquarie has announced that separately managed accounts (SMAs) on its Wrap platform have exceeded $1.5 billion in funds under administration (FUA), with the company...
Vanguard launches diversified portfolio strategies
23 August 2018
Vanguard has launched diversified managed account strategies which will be available through Macquarie’s separately managed accounts on the Macquarie Wrap platform,...
IMAP announces Managed Accounts winners
2 August 2018
The Institute of Managed Account Professionals (IMAP), partnered with research house FE and sponsored by Netwealth, has announced the winners of the 2018 IMAP...
How your clients and business can benefit from MDAs
27 July 2018
The Australian MDA (managed discretionary account) market continues to go from strength to strength with growth of more than eight per cent from June to December 2017,...