MANAGED ACCOUNTS
Financial planning
The adoption of managed accounts is essential for financial advice businesses to achieve scale, two experts argue, otherwise advisers risk “limiting their growth”....
Financial planning
For financial advisers looking to outsource their investment decision-making, selecting the right investment provider means prioritising cultural alignment and scalabilit...
Financial planning
North, AMP’s wrap investment platform, has added six new managed portfolios to its investment menu and launched an interactive tool for financial advisers....
Financial planning
BT is offering its first private markets managed account on the BT Panorama platform as interest in alternatives grow among high-net-worth investors. ...
Financial planning
MLC Asset Management’s managed account offerings have hit $2 billion in funds under management, underpinned by over half of financial advisers’ usage of the investment pr...
Financial planning
AMP Advice has partnered with BlackRock and Lonsec to expand its suite of managed portfolio solutions, further democratising advisers’ access to these products....
Financial planning
Financial advisers can now access Vanguard’s diversified managed account strategies on HUB24 and Netwealth, marking a “significant expansion” through new distribution cha...
Financial planning
Top-performing business development managers are seeing bonuses of up to 90 per cent of their salary as new investment products and advisers’ usage of managed accounts me...
Financial planning
Up to three-quarters of financial advisers could be using managed accounts in the coming years, according to the latest Investment Trends/SPDR research....
Financial planning
Managed accounts grew by $33 billion in the second half of 2023, double the volume that they grew in the previous six months, according to IMAP. ...
People & Products
Queensland-based advice firm Provident Advisory has launched a range of managed accounts on BT Panorama as it seeks to achieve greater efficiencies. ...
Financial planning
Over half of advisers are now using managed accounts with their clients, according to Adviser Ratings, a rise of 50 per cent since 2019....
Funds management
Zenith Investment Partners’ Steven Tang has identified which asset classes will provide opportunities for active stock selection as recession fears and share market volat...
People & Products
Colonial First State has added 25 managed accounts to its Edge platform from Atchison, Drummond and Russell Investments. ...
Financial planning
Managed accounts can be a benefit for advisers in their professional year, according to experts, as they pose a lower compliance burden and improved risk management. ...
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Podcast
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