SMA

Awards

For DNR Capital, it is all about buying quality companies at attractive valuations, and this saw them shine at this year's Fund Manager of the Year Awards....

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Funds management

DomaCom has a signed non-binding agreement with specialist asset allocator and SMA model manager, DFS Portfolio Solutions....

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Features

Indy Singh addresses the 10 most-asked questions about separately managed accounts as misconceptions often lead people to perceive them with negative connotations....

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Funds management

Platform provider, Powerwrap, has announced the launch of its new separately managed account offering....

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Financial planning

Mason Stevens has launched a direct bond investment service for advisers seeking to build goal-based portfolios....

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People & Products

OneVue and Proactive Portfolios have delivered a new managed discretionary account offering with a unique structure....

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Funds management

DNR Capital has received a recommended rating for its high conviction Australia equity fund, previously only available through its SMAs and IMAs. ...

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Financial planning

Netwealth has partnered with Beulah Capital to launch two new private label managed account services for Choice Capital and Ashfords Wealth Advisors. ...

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Funds management

Sentry and OneVue have entered into an alliance which they say will add seven FPI SMA model portfolios to Sentry advisers' tool kits. ...

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People & Products

Praemium has launched a new SMA solution for Futuro via its subsidiary, Sterling Managed Investments....

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People & Products

OneVue has added an international equities capability to its SMA service on back of growing demand for access to global trading markets....

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Financial planning

Macquarie’s SMAs on its Macquarie Wrap have hit $300 million in FUA, while the firm also announced the addition of BlackRock and Elston SMA models to its Wrap platform....

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Financial planning

netwealth has provided Fortnum advisers access to its range of separately managed accounts through a private label managed account service. ...

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People & Products

NAB Asset Management uses new resource to provide focus on raising awareness about the increasing use of separately managed accounts....

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Financial planning

Macquarie’s SMA offerings on its Macquarie Wrap has hit $100 million in FUA in its first year. ...

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Robert Segue

Sounds like a schoolyard childish scrap! take it behind the shelter sheds and sort it out! Really Publicly listed compa...

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iN THE END IT IS THE REGULATORS FAULT. wHILE I WAS WORKING I WAS ALLWAYS AMAZED AT HOW UNTHINKING SOME CLIENTS WERE! I...

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AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

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A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

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The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

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