Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 21 - 30 of 950 results for "managed accounts"

SMSF advice requires specialist skills, professional judgement: SMSFA

KARREN VERGARA  |  THURSDAY, 19 FEB 2026
... a client to facilitate investments into an in-house managed account. This is the point where SMSF advice and managed accounts advice intersect under the remit of the regulator. ASIC previously flagged it is reviewing the managed accounts sector, particularly ...

Centrepoint offloads lending solutions business

KARREN VERGARA  |  TUESDAY, 17 FEB 2026
... lending solutions business to Astute Financial Management to solely focus on licensee services, financial advice, managed accounts and platforms. Under the agreement, Centrepoint said it will retain the lending-as-a-service (LaaS) business, credit licence ...

Drummond steps up governance and adviser support

ELIZABETH FRY  |  THURSDAY, 5 FEB 2026
... hands-on experience with the operational, compliance, technology and client communication challenges of adopting managed accounts within advice practices. Earlier in his career, Mitchell worked at BT Advice, starting as a financial adviser before becoming ...

Janus Henderson to acquire Richard Bernstein Advisors

ELIZA BAVIN  |  TUESDAY, 27 JAN 2026
... Janus Henderson said the acquisition will substantially enhance its position in model portfolios and separately managed accounts (SMAs). At the completion of the transaction, Janus Henderson will rank among the top 10 model portfolio providers in North ...

ETFs continue to drive managed accounts adoption: Research

MATTHEW WAI  |  TUESDAY, 20 JAN 2026
... for their clients' portfolios last year, as the investment vehicle plays an increasingly significant role in managed accounts. The number is set to increase to over 80% in 2026 according to the 2025 Betashares/Investment Trends ETF Adviser Report, which ...

Betashares launches retirement income SMAs on CFS Edge

MATTHEW WAI  |  WEDNESDAY, 14 JAN 2026
... aims to offer retirees an enhanced income of 2% p.a. above traditional benchmark portfolios through separately managed accounts (SMAs) on the CFS Edge platform. The SMAs leverage Betashares' institutional-grade investment solutions and portfolio construction ...

GDG hires chief financial officer

KARREN VERGARA  |  TUESDAY, 23 DEC 2025
... (2025), and contributing to the growth of the group's subsidiaries GenLife (investment bonds) and Evidentia (managed accounts) into scalable, capital-light platform," he said. "Terence will remain with GDG through the end of the 2026 financial year to ...

Drummond Capital broadens access to private markets offering

MATTHEW WAI  |  FRIDAY, 19 DEC 2025
... investments, while providing "advisers the benefits that come from utilising a managed account structure", BT head of managed accounts Zac Leman said previously. Now, the offering has been expanded to the broader advice market through retail IDPS and ...

Most read in 2025: Financial advice

STAFF WRITER  |  FRIDAY, 19 DEC 2025
... appointed Aman Ramrakha as chief investment officer, tasked with overseeing its investments solutions, including managed accounts offerings. 4. Tranche 2 of DBFO dumps SOAs, enables 'nudges' The long-awaited Tranche 2 of the Delivering Better ...

Why a single insto client is a massive business risk

KARREN VERGARA  |  TUESDAY, 16 DEC 2025
... targets family offices, ultra-high-net-worth investors, and offers direct investments such as unit trusts and managed accounts, and indirectly via financial advisers. Super funds increasingly moving money to be managed internally is a growing trend that ...