SEPARATELY MANAGED ACCOUNTS

Financial planning

Netwealth has added a series of multi-asset separately managed accounts from Activam to its platform. ...

Funds management

Fidelity International has worked in tandem with Australian wealth manager Emanuel Whybourne & Loehr to launch an actively managed global equities strategy aimed at finan...

Financial planning

Managed accounts saw net inflows of $14.3 billion in the six months to 31 December, according to the latest IMAP FUM census....

Financial planning

As assets in separately managed accounts reach $200 billion, industry stakeholders have formed a committee to standardise their fee reporting....

Financial planning

The managed account sector increased by $10.6 billion over the past six months, according to IMAP, as it surpassed the “major milestone” of $200 billion in funds under ma...

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

BetaShares has launched four ethical separately managed accounts on Praemium, including three multi-asset ones....

Expert Analysis

The resolution of several regulatory issues regarding Legal Entity Identifiers, writes Chris Donohoe, demonstrates the financial system is set for further growth....

People & Products

Aberdeen Standard Investments has added Futuro Financial Services and Profusion Planning to its separately managed account service....

Awards

A “quality” focus has helped DNR Capital Australian Equities High Conviction Portfolio win the Money Management Fund Manager of the Year award in the Separately Managed A...

Funds management

Lonsec has announced it has partnered with BT Financial Group and its full managed portfolio offering is now available on BT Panorama platform. ...

Features

While managed accounts have been steadily growing in Australia, there are still a number of advisers who have doubts when it comes to outsourcing their investment process...

Funds management

Managed accounts, and particularly separately managed accounts, grew strongly in the second half of last year, according to the latest IMAP/Milliman managed accounts cens...

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...

Funds management

Clime Investment Management has announced the launch of separately managed account investment portfolios for self-directed investors....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 1 week ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

1 day 21 hours ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

2 weeks 2 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks 5 days ago