Morningstar has created a managed account service which will support BT’s managed portfolios....
BetaShares has announced the addition of its Dynamic Asset Allocation ETF Model portfolios to the Netwealth investment platform....
Laura Dew explores how the managed account space could change in the future as the industry awaits the conclusion of an ASIC review of the sector....
The research house warns advisers that the use of managed accounts should not involve additional fees and should be free of perceived conflicts....
Russell Investments has launched a suite of multi-asset managed accounts as a response to investor growing demand....
The adoption of managed portfolios can enable advice practice redesign, with a case study of a small firm showing that it can both benefit clients and provide a springboa...
AMP Limited has upped the ante on its managed accounts presence, announcing key initiatives based around its MyNorth platform....
IMAP has announced an agreed industry standard for the transmission of model portfolio data known as the Model Portfolio Data Standard....
The rapid growth of Lonsec’s managed accounts offering has prompted the research house to make a key business development hire....
Ellerston Capital has announced it has acquired a controlling stake in MEC’s manager, Morphic Asset Management....
Investment research firm Resonant Asset Management has launched a new private label multi-asset SMA program with direct stocks....
Managed Accounts Holdings has signed new client First Point Wealth Management to provide a new Managed Discretionary Account service....
Financial planners recommending managed accounts has doubled, despite users lacking proper education....
HUB24 has launched a managed portfolios education centre for financial advisers, which also provides them with client-facing tools to support advisers in educating their ...
Macquarie has announced its separately managed accounts on the Macquarie Wrap platform have surpassed $2 billion in funds under administration....
trustees are already requesting such confirmations when advisory fees (even via fixed term agreements) are deducted from...
CSLR should be broken down into 2 sub sectors, one for product manufacturers and one for financial advisers. Product ma...
We must stand up and show our opposition to both the ASIC Levy and CSLR as they both contribute to the high cost of advi...