Managed accounts structures demonstrate maturity in face of COVID-19...
Endorphin Wealth Management has a launched a new managed discretionary account service in collaboration with Oreana Portfolio Advisory Services, Lifespan Financial Planni...
Managed discretionary account provider Implemented Portfolios Limited has entered into agreement with adviser group Wealth Today to provide individual managed accounts. ...
Netwealth has partnered with Ironbark to launch a new managed account solution to advice groups....
Institutional investment consultancy, Jana, has announced an expansion into the retail market with the provision of managed account services to financial advice and priva...
Financial planners who use managed accounts are spending more time on client engagement, compliance and due diligence, according to SSGA. ...
Lonsec has announced it has partnered with BT Financial Group and its full managed portfolio offering is now available on BT Panorama platform. ...
While managed accounts have been steadily growing in Australia, there are still a number of advisers who have doubts when it comes to outsourcing their investment process...
Managed accounts, and particularly separately managed accounts, grew strongly in the second half of last year, according to the latest IMAP/Milliman managed accounts cens...
Praemium has announced the addition of the Australian Ethical Australian Shares portfolio to its separately managed accounts and introduced a new ESG screening platform f...
Australian platform provider, Praemium has reported a positive momentum during H1 2019, underpinned by a significant 122% growth in net profit after tax....
The Australian Securities and Investments Commission has announced that AMP Financial Planning has been required to stop providing managed discretionary account services....
The question confronting the managed accounts sector is whether increased regulatory scrutiny will act as a brake to its recent rapid growth?...
The question confronting the managed accounts sector is whether increased regulatory scrutiny will act as a brake to its recent rapid growth?...
With a wide variety of managed account types available, writes Oksana Patron, a global SMA could be an opportunity for advisers to expand their horizons from traditional ...
How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...
Faking exams and falsifying results..... Too stupid to comment on JG...
Must agree to disagree with you on this one Keith, with the Banks/Institutions largely out of advice now is the time to ...