SMAS

People & Products

Macquarie has announced its separately managed accounts on the Macquarie Wrap platform have surpassed $2 billion in funds under administration....

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People & Products

The research house has included superannuation research in its iRate platform, making an understanding of super “no longer optional” for advisers....

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Funds management

Netwealth has added the Franklin Concentrated Global Equity Ex-Australia SMA to its Managed Account Service....

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People & Products

Evergreen Consultants has recently expanded its client base to include a number of well-established financial advisory firms across the country....

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Features

Advisers will be able to better compare managed accounts under a new SMA database launched this month by FE, Mike Taylor writes....

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Funds management

Separately managed accounts on the Wrap platform have exceeded $1.5 billion in funds under administration, according to Macquarie....

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Features

Money Management conducted a roundtable in which key participants discussed the evolving impact the rise of managed accounts has had on planning and platforms....

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Financial planning

The proportion of advisers recommending managed accounts, or intending to, has jumped from 46 per cent to 64 per cent over the last year, according to the latest research...

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Financial planning

The thematic investment manager’s global share portfolios will be available as separately managed accounts via the Praemium platform....

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Funds management

Praemium has reported strong platform inflows for the March 2018 quarter, with gross inflows of $671 million, 39 per cent higher than those of the prior corresponding tim...

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Funds management

The Praemium separately managed account (SMA) has added the Franklin Concentrated Global Equity ex Australia portfolio to its list of available offerings, as the rise of ...

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People & Products

ANZ Wealth has added 13 new SMAs to its Grow Wrap platform....

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Funds management

Antares Equities has reached $1 billion in separately managed accounts (SMAs) funds under management (FUM)....

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Financial planning

Macquarie Wrap has added 54 managed funds and 20 SMAs in the past year, bringing the total number of funds available to over 700. ...

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Funds management

Stock market commentator, Marcus Padley, has introduced an aggressive strategy for investors and advisers for investing in Australian equity. ...

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