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MANAGED ACCOUNTS
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....
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....
MARKET INSIGHTS
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Podcast
How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...
Faking exams and falsifying results..... Too stupid to comment on JG...
Must agree to disagree with you on this one Keith, with the Banks/Institutions largely out of advice now is the time to ...