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SEPARATELY MANAGED ACCOUNTS
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....
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 ...
Funds management
BetaShares has announced the addition of its Dynamic Asset Allocation ETF Model portfolios to the Netwealth investment platform....
Funds management
AllianceBernstein has announced that its AB Concentrated Global Growth Managed Portfolio is now available on Netwealth platform....
Funds management
Zurich is now offering a Global Growth Opportunities separately managed account on the HUB24 platform, offering an ‘even more concentrated’ version of its Concentrated Gl...
Features
There are no shortage of product structures for those looking to try their luck with listed investments. Balaji Gopal makes the case for exchange traded funds, one of man...
MARKET INSIGHTS
Never miss the latest news and developments in wealth management industry
Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...