Managed Accounts

SQM to launch managed account benchmarks

Research house SQM has announced it will collect data covering managed account portfolios in response to industry demand, with the intention to launch benchmarks in due c...

How much time do managed accounts save advisers?

Research conducted by Elixir Consulting and Lonsec has quantified the efficiency gains of using managed accounts in financial advice practices in hours per week saved....

Zenith continues managed account growth trajectory

Zenith Investment Partners has launched a range of new managed account portfolios over the past quarter, including on Insignia Financial’s Expand platform....

Expand platform doubles SMAs

Wrap platform Expand has announced it has doubled the number of separately managed accounts available for advisers, with five new investment managers added....

BlackRock broadens managed account offering

BlackRock Australia has expanded its managed account suite with new active multi-asset model portfolios, providing investors with diversified exposure to a range of asset...

The scalability benefits of managed accounts

The adoption of managed accounts is essential for financial advice businesses to achieve scale, two experts argue, otherwise advisers risk “limiting their growth”....

‘This isn’t dating, it’s a marriage’: Choosing the right investment provider

For financial advisers looking to outsource their investment decision-making, selecting the right investment provider means prioritising cultural alignment and scalabilit...