MANAGED ACCOUNTS
Knowledge Centre
Today, the use of managed accounts as an investment option is increasing, so what is a managed account, and should you consider one for your client's SMSF investments?...
Funds management
The newly-floated Netwealth has confirmed the value of its managed accounts and technology strategies with a strong first half and a robust full-year outlook....
People & Products
Lawrence Wealth and Implemented Portfolios have announced the creation of a bespoke individually managed account offering for the former, following years of the financial...
Financial planning
Adviser and client interest in managed accounts has never been higher and, commercially, there have already been some major winners. Money Management wants your views on ...
Superannuation
The additions of AllianceBernstein and Franklin Templeton Investments to superannuation platform provider, OneVue, has boosted its international separately managed accoun...
People & Products
Online multi-asset trading and investment specialist, Saxo Capital Markets, has launched a new account for entry-level traders. ...
Funds management
Praemium has expanded its separately managed account proposition with the addition of international securities....
Financial planning
High fee product manufacturers are going to have to prove their value proposition, according to the latest research from Investment Trends....
Funds management
Separately managed accounts on Macquarie Wrap investment platform have exceeded $1 billion in funds under administration....
Funds management
Perpetual Corporate Trust has broken new ground by being appointed as the Responsible Entity for Motgomery’s new exchange traded managed fund product....
Funds management
Investment manager Insight Investment has received a ‘recommended’ rating from Zenith Investment Partners for a diversified fund offering....
People & Products
Managed Accounts Holdings Limited has announced the appointment of two Linear executives to its board....
People & Products
Colonial First State has launched the first in a series of managed accounts solutions on FirstChoice....
Financial planning
Managed Accounts Holdings has completed its acquisition of Linear Financial and commenced integration of the businesses....
Knowledge Centre
The benefits of managed accounts are simple, but choosing a product that makes sense for your value proposition can be difficult. We point you in the right direction....
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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...