SMAS

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 week 3 days ago

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

1 month ago

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

1 month 1 week ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

3 days 2 hours ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 6 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 6 days ago
Powered by MOMENTUM MEDIA
moneymanagement logo