POWERED BY MOMENTUM MEDIA
SMAS
People & Products
Separately managed accounts on the Macquarie Wrap platform have passed $10 billion in funds under management. ...
Expert Analysis
The Australian investment landscape has quietly undergone a transformation in the past five to 10 years....
Expert Analysis
The resolution of several regulatory issues regarding Legal Entity Identifiers, writes Chris Donohoe, demonstrates the financial system is set for further growth....
Funds management
Fiducian Group has reported a $600 million increase in funds under management, advice and administration while revenue was up 11% counting year-on-year. ...
Awards
A “quality” focus has helped DNR Capital Australian Equities High Conviction Portfolio win the Money Management Fund Manager of the Year award in the Separately Managed A...
Funds management
First Sentier Investors has added two separately managed account portfolios to the HUB24 IDPS and HUB24 Super menu suite. ...
Funds management
Lonsec has announced it has partnered with BT Financial Group and its full managed portfolio offering is now available on BT Panorama platform. ...
Funds management
Praemium has announced the addition of the Australian Ethical Australian Shares portfolio to its separately managed accounts and introduced a new ESG screening platform f...
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....
People & Products
Investment research firm Resonant Asset Management has launched a new private label multi-asset SMA program with direct stocks....
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...