MANAGED ACCOUNTS
Funds management
IMAP’s census of managed account FUM has risen by 9.8 per cent to $161.9 billion in the first six months of 2023....
People & Products
Announcing record profits of $67.2 million and an increased market share of 6.7 per cent, the firm intends to relaunch an upgraded Core product in September targeting cos...
People & Products
John Nicoll, national head of sales at Zenith, has taken up a new role at portfolio construction and consulting company InvestSense. ...
Financial planning
Speaking to Money Management, Mason Stevens’ CIO, Jacqueline Fernley, has discussed the three key things advisers need to consider when working with an outsourced asset c...
People & Products
BT’s Private Portfolio Management business will transition to Mercer later this year, following the acquisition of Advance Asset Management and the transfer of BT Super. ...
Editorial
In this week’s episode, Infinity Asset Management’s chief investment officer, Piers Bolger, shares his insights on BHP, Westpac, Afterpay, managed accounts and the market...
Funds management
Less than three years since it was launched, MLC Asset Management’s managed account strategies have surpassed $1 billion in funds under management. ...
People & Products
Separately managed accounts on the Macquarie Wrap platform have passed $10 billion in funds under management. ...
Financial planning
A new report evaluating advisers’ attitudes and use of managed accounts has highlighted its sustained popularity, with ETFs among the most popular products in these portf...
Financial planning
IMAP’s Census of Managed Account FUM has reported over $10 billion of inflows in the last six months of 2022, recording a 9.8% rise in funds under management from the pre...
People & Products
The firm has announced a partnership with Activus Investment Advisors to establish a suite of branded managed portfolios on the Macquarie Wrap platform....
People & Products
Lonsec has integrated its Lonsec Investment Solutions business with Implemented Portfolios Limited’s managed account solutions to offer a broader suite of investment opti...
Financial planning
BT has shared the key trends in the managed account space which are expected to continue in 2023....
Expert Analysis
The Australian investment landscape has quietly undergone a transformation in the past five to 10 years....
People & Products
Funds under management in Milliman’s SmartShield managed accounts have passed $100 million as advisers seek solutions to protect against volatility....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...