Firms using managed accounts for more than three years have achieved 79% more profit per owner than firms not using managed accounts, according to research from...
Managed Accounts
Strong managed accounts growth for BT
20 April 2022
BT has released its March quarterly update, showing net flows of $1.5 billion for the half year to bring total BT Panorama funds under administration (FUA) to $105...
Managed accounts growth accelerates
22 March 2022
Managed accounts advisers say they save 15.7 hours on average on a typical work week, up from 13 hours two years ago as proficiency in advice practices levels rise,...
Managed account FUM rises to $131b
15 March 2022
Funds under management in managed accounts have risen to $131.6 billion as of the end of 2021.
According to the Institute of Managed Account...
Managed accounts pass $10b on BT platform
15 February 2022
BT has seen strong growth in use of its managed account solutions, comprising 66% of net flows to the BT Panorama platform in the last quarter.
In the...
The biggest portfolio mistakes in 2022
4 February 2022
2022 is already shaping up to be a year of major changes in investment markets. Equity valuations are dipping from record levels and bond yields are expected to rise...
