IMAP

Financial planning

What to know before going bespoke with managed accounts

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....

Financial planning

BlackRock reflects on a decade of managed accounts

Marking a decade offering managed accounts in Australia, BlackRock has elaborated on the changes it has seen in their usage by financial advisers, with net client flows r...

Financial planning

Managed accounts see 23% jump in net inflows

Managed accounts saw net inflows of $14.3 billion in the six months to 31 December, according to the latest IMAP FUM census....

Financial planning

MDAs equal ‘sweet spot’ between efficiency and customisation

With SMAs and MDAs being “the most powerful strategy” advisers can employ in their business, this CEO examines why the latter offers a sweet spot between efficiency and c...

Funds management

Managed account consultants seen as valuable asset for advisers

The acquisition of Evidentia Group by GDG shows how valuable the role and personal relationship with a managed account consultant has become to the financial advice indus...

Funds management

Private credit sheds its ‘monolith’ reputation with advisers

Advisers and investors are starting to recognise that private credit encompasses a range of strategies beyond corporate lending as they look to leverage its strong return...

Funds management

‘Spiritually different’: How to select a private markets manager

Amid a growing appetite for alternatives, investment executives have shared questions advisers should consider when selecting a private markets product compared to their ...

Funds management

Are real assets worth the illiquidity risk for portfolios?

Investment executives say the benefits of real assets for client portfolios can “absolutely” outweigh the illiquidity risk, provided there is a good understanding of its ...

Financial planning

Managed accounts break through $200bn FUM milestone

The managed account sector increased by $10.6 billion over the past six months, according to IMAP, as it surpassed the “major milestone” of $200 billion in funds under ma...

Financial planning

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...

Financial planning

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”....

Financial planning

‘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...

Financial planning

MLC managed account strategies surpass $2bn FUM

MLC Asset Management’s managed account offerings have hit $2 billion in funds under management, underpinned by over half of financial advisers’ usage of the investment pr...