MANAGED ACCOUNTS

Financial planning

It is “too problematic” for managed accounts to hold real estate and infrastructure at the moment despite investors seeking exposure to these type in assets in the market...

Financial planning

Improved client education has helped managed accounts to grow to $135.8 billion, according to the Institute of Managed Account Professionals, a rise of 22% in a year....

Funds management

Russell Investments has launched Sustainable Managed Portfolios, providing Australian investors with exposure to predominantly sustainable managers and strategies within ...

Financial planning

Advice practices using managed accounts are achieving significant profit gains compared to their non-using peers, according to research from Praemium....

Financial planning

Funds under administration in managed accounts have grown by 57% in the March quarter at BT to $10.9 billion, driven by an increased number of advisers using BT Panoroma ...

Financial planning

More than half of financial advisers are using managed accounts, up from just 16% a decade ago, according to research from Investment Trends and State Street Global Advis...

Financial planning

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

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....

Expert Analysis

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

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...

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....

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....

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

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....

Funds management

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

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