MANAGED ACCOUNTS

Funds management

DomaCom has completed its first transaction for Benwest Investment Services through managedaccounts.com.au....

Financial planning

ASIC’s regulatory guidance on managed accounts as well as enhanced features should see an uptick in adviser take-up of the platform, according to Tria Investment Partners...

Tools & guides

Daniel Park examines how derivatives can play many roles in risk management and return creation despite being under the microscope in recent times....

People & Products

OneVue and Proactive Portfolios have delivered a new managed discretionary account offering with a unique structure....

People & Products

A new managed account business, MA Operator, has launched into the industry this week, which would target financial advisers to manage investments on clients’ behalf....

Financial planning

Managed Accounts Holdings has taken a minority stake in a Queensland planning business linked to GPS Wealth co-founder and director, Ron McGregor....

People & Products

Crystal Wealth has continued to grow its team and its funds under advice, including the recruitment of former FPA board member, Louise Lakomy....

Financial planning

netwealth has provided Fortnum advisers access to its range of separately managed accounts through a private label managed account service. ...

Funds management

SMSF trustees and their advisers will become advocates for managed portfolios once the administrative benefits are realised, according to Hub24....

Financial planning

A claimed lack of innovation in the financial planning software sector has seen independently-owned advice group, Infocus Wealth Management, develop an in-house managed a...

Funds management

Specialist managed account provider MGP have made a string of new signings on the back of a growing interest in MDA services....

Financial planning

Fixed income broker, FIIG Securities, has launched a managed income portfolio service, allowing investors to have an integrated offering with a fund manager and direct bo...

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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’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 4 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 6 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 4 days ago
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