MANAGED ACCOUNTS

People & Products

IMAP has announced an agreed industry standard for the transmission of model portfolio data known as the Model Portfolio Data Standard....

People & Products

The rapid growth of Lonsec’s managed accounts offering has prompted the research house to make a key business development hire....

Funds management

Ellerston Capital has announced it has acquired a controlling stake in MEC’s manager, Morphic Asset Management....

People & Products

Investment research firm Resonant Asset Management has launched a new private label multi-asset SMA program with direct stocks....

People & Products

Managed Accounts Holdings has signed new client First Point Wealth Management to provide a new Managed Discretionary Account service....

Funds management

Financial planners recommending managed accounts has doubled, despite users lacking proper education....

Financial planning

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 ...

People & Products

Macquarie has announced its separately managed accounts on the Macquarie Wrap platform have surpassed $2 billion in funds under administration....

People & Products

Lonsec’s managed accounts solution has been made available on Netwealth’s platform in response to growing adviser demand....

Funds management

Managed accounts provider, InvestSense, has seen funds under management grow by 40 per cent as advisers move away from traditional managed fund solutions....

Funds management

Praemium has announced the launch of a major technology upgrade for its global investment platform....

People & Products

BT has launched six active diversified managed portfolios on its core platform, BT Panorama. ...

Financial planning

Managed accounts are driving better client engagement and improving the delivering of financial advice, according to a new whitepaper by Colonial First State....

Financial planning

The Institute of Managed Accounts Professionals has told the Royal Commission that managed accounts should be regarded as a form of advice rather than as a product....

Financial planning

Funds under management in managed accounts increased by nine per cent to $5.4 billion for six months to 30 June, 2018, according to IMAP....

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