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Financial planning
Australian licensees are expected to make greater use of custom model portfolios for their clients, according to State Street Investment Management, following in the foot...
Financial planning
Evidentia Group has confirmed its new executive leadership structure, having been formed from the merger between Evidentia and Lonsec Investment Solutions, to shape the f...
Financial planning
Colonial First State has announced the latest manager to join its Edge managed accounts menu, focusing on providing investors with a strategic income....
Funds management
Generation Development Group has appointed former Evidentia chief executive Peter Smith as an executive director. ...
Funds management
Evidentia Group has hired a head of quantitative investments who joins the investment firm and managed account provider from AMP....
Funds management
Fidelity International has worked in tandem with Australian wealth manager Emanuel Whybourne & Loehr to launch an actively managed global equities strategy aimed at finan...
Funds management
With BlackRock recently combining both private and public markets in a single managed account for US investors, commentators explore the challenges and opportunities of d...
Financial planning
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....
Funds management
BlackRock, in collaboration with iCapital and GeoWealth, has unveiled a model portfolio that delivers access to both private and public market assets in a single account,...
Financial planning
Small and mid-sized advice practices have indicated they feel unprepared to scale up their practices, according to Zenith, but admit it will likely have a positive impact...
Financial planning
Colonial First State has added several new international managed accounts to its Edge platform amid adviser and licensee demand for global investment opportunities....
Financial planning
Licensees are developing their own bespoke managed account strategies and 20 per cent of advisers have said they are encouraged to adopt the products by their licensee....
Financial planning
Lonsec Investment Solutions (LIS) is set to launch a new alternative asset investment solution for financial advisers and their high-net-worth (HNW) clients....
Financial planning
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 saw net inflows of $14.3 billion in the six months to 31 December, according to the latest IMAP FUM census....
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...