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SEPARATELY MANAGED ACCOUNTS
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....
People & Products
Evergreen Consultants has recently expanded its client base to include a number of well-established financial advisory firms across the country....
MARKET INSIGHTS
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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...