SMA

Financial planning

Financial planning group Fiducian has seen its adviser numbers rise by 27% in the first half of the financial year thanks to an acquisition and new office openings....

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People & Products

Brisbane-based wealth practice, Patman Planning Group, has partnered with Activus Investment Advisors to launch its separately managed accounts on the HUB24 platform. ...

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People & Products

Adviser demand has led BetaShares make its range of ethically-screened separately managed accounts available on the Netwealth platform....

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Funds management

The firm has reported $4.9 billion in annual inflows in calendar year 2021, 87% higher than the previous year....

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Funds management

Clime Investment Management will transfer management of around $270 million of funds under management in the SMA/MDA space to Ralton in exchange for a 75% shareholding....

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Funds management

Having just surpassed $100 billion in funds under management, the industry could hit the $200 billion milestone in three years, according to IMAP....

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Financial planning

The asset manager has launched its first separately managed account in partnership with Praemium....

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People & Products

Funds under administration for the Macquarie Wrap platform has passed a billion dollars this year....

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People & Products

The Wealth Core Investment list was launched in April 2020 and interest from retirees reflected that COVID-19 had pushed investors into taking more of an interest in reti...

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People & Products

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

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People & Products

Arrow will have use of Nucleus’ digital advice platform Nucleus Wealth Fusion, a robo-advice platform with active management and environmental, social and governance filt...

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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...

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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...

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Funds management

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

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Financial planning

Advisers need to make a considered decision when using MDAs and need an offering that allows them to be flexible for the different circumstances of their clients, Xplore ...

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