MANAGED ACCOUNT
Financial planning
The ongoing adviser shortage is a key driver behind advisers’ increased use of ETFs and managed accounts, according to an industry expert, fuelled by the need for cost an...
Financial planning
Invest Blue’s managing director says the firm is aiming to implement responsible private market access to its retail clients following the launch of its SMA last month....
Financial planning
ASIC commissioner Alan Kirkland has detailed the regulator’s intentions to conduct surveillance on licensees and advisers who are recommending managed accounts, noting a ...
Financial planning
Netwealth has added a series of multi-asset separately managed accounts from Activam to its platform. ...
Funds management
Netwealth has added the Franklin Concentrated Global Equity Ex-Australia SMA to its Managed Account Service....
Funds management
Hall Chadwick QLD SMSF & Financial Advisors has joined the managed accounts following, awarding Innova Asset Management a substantial mandate to run its first managed acc...
Funds management
The popularity of Managed Accounts continues to grow, with funds under management increasing by 16.87 billion last year, according to the Institute of Managed Account Pro...
Financial planning
Cloud accounting software company, Class, has partnered with managed account technology, MA Operator, which provides direct client portfolio services for financial advise...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
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...