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Showing 1 - 5 of 5 results for "Managed Accounts Survey"

BT Financial Group enlists research provider

ELIZABETH MCARTHUR  |  MONDAY, 14 OCT 2019
... managed accounts, with Lonsec warning that advisers must interrogate these risks. Financial Standard's 2019 Managed Accounts Survey of financial advisers found that 44% of advice practices using managed accounts are doing so for close to half their client ...

Last chance to participate in the annual FS Managed Accounts Survey

MICHELLE BALTAZAR  |  WEDNESDAY, 1 AUG 2018
Financial Standard is calling on financial advisers to have their say in an annual managed accounts survey, after research shows a spike in the number of products and services launched since last year. Listed wealth management groups HUB24, Netwealth ...

Managed accounts market likely bigger than thought

JAMIE WILLIAMSON  |  FRIDAY, 23 SEP 2016
... February IMAP reported that the market exceeded $13 billion in total FUM, but results from its August 2016 Managed Accounts Survey estimate that total FUM held in managed accounts may now exceed $30.87 billion. The total FUM managed under the various ...

Be heard: 2015 Managed Accounts Survey for Financial Advisers, $300 Myer gift voucher

MICHELLE BALTAZAR  |  TUESDAY, 8 SEP 2015
Completing the survey questionnaire will help Financial Standard gauge where Managed Accounts are up to in the market, how intermediaries are using them and what intermediaries expect from their Managed Accounts. It will also help ensure the relevance ...

Understanding Managed Accounts

MICHELLE BALTAZAR  |  TUESDAY, 29 JUL 2014
Today is the last day to participate in the 2014 Financial Standard Managed Accounts Survey for Financial Advisers. Share your views for a chance to win a $300 Myer Gift Voucher. All participants get a copy of the survey findings. Your participation ...
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