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SEPARATELY MANAGED ACCOUNTS
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...
Funds management
BetaShares has announced that its exchange traded fund model portfolios are now accessible to financial advisers via separately managed accounts....
Funds management
Ellerston Capital has announced it has acquired a controlling stake in MEC’s manager, Morphic Asset Management....
People & Products
Praemium has announced it has entered into a partnership with Pitcher Partners Wealth Management Brisbane....
Awards
With separately managed accounts (SMA) hitting top speeds in terms of growth, AllianceBernstein’s Concentrated Global Growth Equities Portfolio has cemented its position ...
People & Products
Investment research firm Resonant Asset Management has launched a new private label multi-asset SMA program with direct stocks....
People & Products
Macquarie has announced its separately managed accounts on the Macquarie Wrap platform have surpassed $2 billion in funds under administration....
People & Products
Copia Investment Partners has appointed Matt Roberts as its new distribution manager in its Sydney office....
People & Products
BT has launched six active diversified managed portfolios on its core platform, BT Panorama. ...
People & Products
The research house has included superannuation research in its iRate platform, making an understanding of super “no longer optional” for advisers....
Funds management
Netwealth has added the Franklin Concentrated Global Equity Ex-Australia SMA to its Managed Account Service....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...