SMAS

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....

People & Products

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

People & Products

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

Funds management

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

People & Products

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

Features

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

Funds management

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

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....

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 ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 1 week ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 5 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks 1 day ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

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