managed accounts

Netwealth has partnered with Ironbark to launch a new managed account solution to advice groups.

Institutional investment consultancy, Jana, has announced an expansion into the retail market with the provision...

Financial planners who use managed accounts are spending more time on client engagement, compliance and due...

Lonsec has announced it has partnered with BT Financial Group and its full managed portfolio offering is now...

While managed accounts have been steadily growing in Australia, there are still a number of advisers who have...

Managed accounts, and particularly separately managed accounts, grew strongly in the second half of last year,...

Praemium has announced the addition of the Australian Ethical Australian Shares portfolio to its separately...

Australian platform provider, Praemium has reported a positive momentum during H1 2019, underpinned by a...

The Australian Securities and Investments Commission has announced that AMP Financial Planning has been required...

The question confronting the managed accounts sector is whether increased regulatory scrutiny will act as a brake...

The question confronting the managed accounts sector is whether increased regulatory scrutiny will act as a brake...

With a wide variety of managed account types available, writes Oksana Patron, a global SMA could be an opportunity...

Not all managed accounts are created equal and it is up to advisers to ensure their clients get the right solution...

While the benefits of managed accounts for clients are well-documented, there are also numerous benefits that they...

Morningstar has created a managed account service which will support BT’s managed portfolios.