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

Search Results

Showing 51 - 60 of 1238 results for "managed account"

Feature: Retirement | The right mix

LACHLAN COLQUHOUN  |  WEDNESDAY, 5 NOV 2025
... its funds across to one platform after evaluating the market through a tender process. His firm also lists its managed account on the platform. He cites features such as functionality and transparent fee structures but also gives his chosen platform ...

Outsourcing will 'supercharge' value of advice: Netwealth

MATTHEW WAI  |  TUESDAY, 4 NOV 2025
A new report from Netwealth outlines key methods of growth for advice businesses, including pinpointing where to outsource some business activities. Netwealth's Innovation starts with curiosity report touches on several solutions, spanning from ...

Russell Investments launches private markets offering

ELIZA BAVIN  |  MONDAY, 27 OCT 2025
... private credit and real assets. The minimum initial investment of $25,000 gives investors access to a separately managed account structure, developed in collaboration with Ironbark, to give qualified advised clients of Invest Blue diversified access ...

ASIC targets potential vertical integration in managed accounts

KARREN VERGARA  |  FRIDAY, 17 OCT 2025
Stopping short of calling it vertically integrated, ASIC warns it aims to uncover any conflicts of interests in the managed accounts sector particularly as more AFSLs build in-house products. ASIC commissioner Alan Kirkland said the managed accounts ...

Lonsec recruits sales head

ELIZABETH FRY  |  THURSDAY, 16 OCT 2025
... ready to deliver the next phase of growth and value for our clients." In February, Lonsec Group's research and managed account business was split into two business units - Lonsec Research and Ratings, and Evidentia Group. This followed the purchase ...

Vanguard partners to launch core-satellite portfolios for advisers

MATTHEW WAI  |  THURSDAY, 16 OCT 2025
... aligned to client preferences and risk profiles, while benefitting from the practice efficiencies of a separately managed account structure." Evidentia Group chief investment strategist Nathan Lim echoed White's statement. "This unique collaboration ...

Full automation key for business success, but not investments

MATTHEW WAI  |  WEDNESDAY, 8 OCT 2025
Financial advisers are moving to automate many business processes, but investment automation remains limited as they look to maintain control over decision-making. The AdviceTech 2025 Turning Data Into Growth report, based on over 300 financial advice ...

ETF adoption 'intensifies': VanEck

ELIZA BAVIN  |  WEDNESDAY, 8 OCT 2025
... to private markets over the next three years. Around half of respondents said they currently utilise a SMA or managed account. Of those currently considering using a SMA or managed account, investment track record and credibility were the two most important ...

Clime gains ground on culture, business model reset

KARREN VERGARA  |  FRIDAY, 3 OCT 2025
Not done with pulling Clime Investment Management out of the red, managing director Michael Baragwanath's bold plans to turn the ship around entail a product and culture overhaul, and even giving away his short-term incentives (STI) to staff. After ...

Managed portfolios now the default: AMP

ANGELIQUE MINAS  |  THURSDAY, 2 OCT 2025
... towards a somewhat less globalised, less economic rationalist and more multipolar world." Meantime, Institute of Managed Account Professionals chair Toby Potter said: "The scale of inflows shows that advisers see managed portfolios as structural to their ...