Managed Accounts Holdings Limited has today announced its raising of $34 million to part fund the acquisition of Linear Financial Holdings....
Elston Asset Management has partnered with a Brisbane-based wealth management firm to launch a private label SMA via HUB24....
Advisers who are using managed accounts are saving over 14 hours a week and could potentially generate $45,000 p.a. in additional revenue....
Julia Schortinghuis, Lighthouse Capital, has been able to grow her business with the help of a platform....
Minh Ly looks at modelling strategies to help advisers help clients understand how likely a desired spending level can be sustained during retirement....
Fundamentally change the conversation with clients from trading and stock stories to a more strategic focus. ...
The managed account market is dominated by small providers but big players are starting to throw money into the sector that experts have said is big enough for everyone, ...
Managed discretionary accounts grew by 37.14 per cent over the six months to 31 July 2017, according to IMAP....
Todd Canter explains why global real estate and infrastructure provide significant diversification benefits and have therefore earned their place in a globally diversifie...
Convincing product committees to get managed accounts onto APLs used to impede planners from using them but this trend was now shifting....
The IFA market has marched ahead of the aligned channel in using managed accounts, with penetration in banks slower due to their conservative approach....
Netwealth has announced further expansion of its retail managed account offerings, adding Elston and Quilla to its managed accounts menu....
Liz Moran looks at why corporate bonds are an attractive alternative investment during a low interest environment....
Managed accounts met the requirements of the post-FOFA world of compliance, client centricity and scalability, and had grown 27 per cent in the six months to December 20...
Despite the domination of Australian equities in portfolios, global opportunities are attractive particularly for a bottom-up benchmark-unaware manager, Simon Blanchflowe...
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...