MANAGED ACCOUNTS

Funds management

Managed Accounts Holdings Limited has today announced its raising of $34 million to part fund the acquisition of Linear Financial Holdings....

People & Products

Elston Asset Management has partnered with a Brisbane-based wealth management firm to launch a private label SMA via HUB24....

Financial planning

Advisers who are using managed accounts are saving over 14 hours a week and could potentially generate $45,000 p.a. in additional revenue....

Knowledge Centre

Julia Schortinghuis, Lighthouse Capital, has been able to grow her business with the help of a platform....

Tools & guides

Minh Ly looks at modelling strategies to help advisers help clients understand how likely a desired spending level can be sustained during retirement....

Knowledge Centre

Fundamentally change the conversation with clients from trading and stock stories to a more strategic focus. ...

Features

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, ...

Funds management

Managed discretionary accounts grew by 37.14 per cent over the six months to 31 July 2017, according to IMAP....

Tools & guides

Todd Canter explains why global real estate and infrastructure provide significant diversification benefits and have therefore earned their place in a globally diversifie...

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Financial planning

Convincing product committees to get managed accounts onto APLs used to impede planners from using them but this trend was now shifting....

Financial planning

The IFA market has marched ahead of the aligned channel in using managed accounts, with penetration in banks slower due to their conservative approach....

People & Products

Netwealth has announced further expansion of its retail managed account offerings, adding Elston and Quilla to its managed accounts menu....

Features

Liz Moran looks at why corporate bonds are an attractive alternative investment during a low interest environment....

Financial planning

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...

Tools & guides

Despite the domination of Australian equities in portfolios, global opportunities are attractive particularly for a bottom-up benchmark-unaware manager, Simon Blanchflowe...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

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