SMAS

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...

Financial planning

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

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...

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 ...

People & Products

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

Funds management

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

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. ...

Funds management

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

People & Products

Australian Unity has further leveraged the Federation platform with the first of a new range of managed portfolios that coincided with its new super offerings....

Funds management

The number of new products in the global equities space has risen significantly as investors sought returns offshore, Lonsec research showed....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 1 week ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 1 week ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

1 week 3 days ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

2 weeks 5 days ago

A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

3 weeks 3 days ago
moneymanagement logo