MANAGED ACCOUNTS
Funds management
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...
Financial planning
Australian platform provider, Praemium has reported a positive momentum during H1 2019, underpinned by a significant 122% growth in net profit after tax....
Financial planning
The Australian Securities and Investments Commission has announced that AMP Financial Planning has been required to stop providing managed discretionary account services....
Guides
The question confronting the managed accounts sector is whether increased regulatory scrutiny will act as a brake to its recent rapid growth?...
Editorial
The question confronting the managed accounts sector is whether increased regulatory scrutiny will act as a brake to its recent rapid growth?...
Features
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 ...
Expert Analysis
Not all managed accounts are created equal and it is up to advisers to ensure their clients get the right solution for their needs, writes Vanguard’s Balaji Gopal. ...
Expert Analysis
While the benefits of managed accounts for clients are well-documented, there are also numerous benefits that they bring to businesses, writes Xplore Wealth’s Anne Hamieh...
Funds management
Morningstar has created a managed account service which will support BT’s managed portfolios....
Funds management
BetaShares has announced the addition of its Dynamic Asset Allocation ETF Model portfolios to the Netwealth investment platform....
Features
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....
Financial planning
The research house warns advisers that the use of managed accounts should not involve additional fees and should be free of perceived conflicts....
Funds management
Russell Investments has launched a suite of multi-asset managed accounts as a response to investor growing demand....
Financial planning
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...
Financial planning
AMP Limited has upped the ante on its managed accounts presence, announcing key initiatives based around its MyNorth platform....
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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...