POWERED BY MOMENTUM MEDIA
IMAP
Financial planning
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
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 adoption of managed accounts is essential for financial advice businesses to achieve scale, two experts argue, otherwise advisers risk “limiting their growth”....
Financial planning
For financial advisers looking to outsource their investment decision-making, selecting the right investment provider means prioritising cultural alignment and scalabilit...
Financial planning
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...
Financial planning
Managed accounts grew by $33 billion in the second half of 2023, double the volume that they grew in the previous six months, according to IMAP. ...
Financial planning
Over half of advisers are now using managed accounts with their clients, according to Adviser Ratings, a rise of 50 per cent since 2019....
Funds management
IMAP’s census of managed account FUM has risen by 9.8 per cent to $161.9 billion in the first six months of 2023....
Financial planning
According to this cyber security professional, the trusted relationships between advisers and their clients are the target for infiltration by hackers and firms need to e...
Financial planning
IMAP’s Census of Managed Account FUM has reported over $10 billion of inflows in the last six months of 2022, recording a 9.8% rise in funds under management from the pre...
Funds management
The ability for bonds to deliver income, diversification and capital preservation for investors is much stronger in a high-rate environment, according to a panel, and cli...
Expert Analysis
The Australian investment landscape has quietly undergone a transformation in the past five to 10 years....
Financial planning
There are misconceptions around philanthropy as clients are unsure if they have enough money to make a charitable gift or legacy, according to Perpetual Private....
Financial planning
A panel of portfolio managers have shared how advisers can adjust model portfolios for the changing environment as current models are unlikely to meet clients’ objectives...
Financial planning
It is crucial to distinguish between short-term events and long-term shifts when it comes to assessing geopolitical risk, according to a panel, as clients raise frequent ...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...