MANAGED ACCOUNTS

Financial planning

Funds under management in managed accounts have risen to $131.6 billion with particular growth seen in the separately-managed account space. ...

image
Financial planning

BT has seen strong growth in its managed account solutions, particularly in the sustainability space, as it sets the goal to be the leader in the platform market....

image
Features

Managed accounts have come a long way in the two decades that they have been growing in Australia, Liam Cormican writes, but the only thing holding them back is their com...

image
Expert Analysis

In reviewing investment portfolios, there have been several consistent themes arising when it comes to constructing a portfolio, writes Rowan Stewart....

image
Financial planning

The options in the market for managed accounts are helping provide accessible options for advisers who need to achieve scale, according to abrdn....

image
Expert Analysis

Managed accounts have seen incredible growth in their use and popularity with financial advisers over the past 12 to 18 months, writes Steven Tang, and for good reason....

image

Managed account growth has continued throughout the COVID-19 pandemic...

image
Funds management

Having just surpassed $100 billion in funds under management, the industry could hit the $200 billion milestone in three years, according to IMAP....

image
Funds management

The average wrap account held over $1 million with the firm feeling well-positioned to take advantage of the changing advice landscape....

image
Financial planning

Take-up of managed accounts is expected to increase in the next 12 months as more products are added to the MyNorth and Macquarie Wrap platforms....

image
Financial planning

BT Panorama has recorded the second highest quarter net inflows of $2.44 billion for the June quarter since the platform’s launch. ...

image
Financial planning

Over 70% of advisers are using or plan to use managed accounts, but advisers aren’t following through on maximising clients’ funds in them, according to Evergreen Consult...

image
Funds management

Up to 12,000 financial planners in Australia are currently using or intend to use managed accounts, according to the joint report from State Street Global Advisors and In...

image
Tools & guides

Use of tax-effective strategies can be one of the most important ways that advisers can add value for their clients beyond advice, writes Tanya Hoshek....

image
Financial planning

Managed accounts’ funds under management only experienced a modest increase of $0.42 billion to $79.91 billion at the end of June, according to data....

image
 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

JOHN GILLIES

Might be a bit different to i the past where at most there was one man from the industry on the loaded enquiry boards a...

1 day ago
Simon

Who get's the $10M? Where does the money go?? Might it end up in the CSLR to financially assist duped investors??? ...

5 days 19 hours ago
Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week 5 days ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago