High transition rates from financial advisers have helped Netwealth’s funds under administration rise by $3.7 billion in the fourth quarter of FY25....
Australian licensees are expected to make greater use of custom model portfolios for their clients, according to State Street Investment Management, following in the foot...
Evidentia Group has confirmed its new executive leadership structure, having been formed from the merger between Evidentia and Lonsec Investment Solutions, to shape the f...
Generation Development Group has appointed former Evidentia chief executive Peter Smith as an executive director. ...
Colonial First State has announced the latest manager to join its Edge managed accounts menu, focusing on providing investors with a strategic income....
Evidentia Group has hired a head of quantitative investments who joins the investment firm and managed account provider from AMP....
Fidelity International has worked in tandem with Australian wealth manager Emanuel Whybourne & Loehr to launch an actively managed global equities strategy aimed at finan...
With BlackRock recently combining both private and public markets in a single managed account for US investors, commentators explore the challenges and opportunities of d...
With a rising number of licensees opting for bespoke managed accounts, a panel of experts has shared what firms need to know before going down the custom route....
BlackRock, in collaboration with iCapital and GeoWealth, has unveiled a model portfolio that delivers access to both private and public market assets in a single account,...
Small and mid-sized advice practices have indicated they feel unprepared to scale up their practices, according to Zenith, but admit it will likely have a positive impact...
Colonial First State has added several new international managed accounts to its Edge platform amid adviser and licensee demand for global investment opportunities....
Licensees are developing their own bespoke managed account strategies and 20 per cent of advisers have said they are encouraged to adopt the products by their licensee....


ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....
ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....
BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...