POWERED BY MOMENTUM MEDIA
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....
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. ...
People & Products
Adviser demand has led BetaShares make its range of ethically-screened separately managed accounts available on the Netwealth platform....
Funds management
The firm has reported $4.9 billion in annual inflows in calendar year 2021, 87% higher than the previous year....
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....
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....
Financial planning
The asset manager has launched its first separately managed account in partnership with Praemium....
People & Products
Funds under administration for the Macquarie Wrap platform has passed a billion dollars this year....
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...
People & Products
Aberdeen Standard Investments has added Futuro Financial Services and Profusion Planning to its separately managed account service....
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...
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
Clime Investment Management has announced the launch of separately managed account investment portfolios for self-directed investors....
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 ...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
How much did IRESS pay Deloitte for this analysis? Not sure they are the arbiter of intelligent forecasting in this spac...
Article makes no comment that the advisers leaving industry are older and have many years of work an life experience w...
This article appears to overlook the fact that there must be a fairly large group of advisers who missed out on the expe...