Latest News
KANIKA SOOD
Equity Trustees has handed over the management of Newgate Real Estate and Infrastructure Fund to a new manager, as Newgate Capital announces its intention to retire from the fund.
KANIKA SOOD
Magellan Financial Group will use Atlanta-based BasisCode Compliance LLC as the provider of its personal trading system.
KANIKA SOOD
An Australian shares fund run by Plato Investment Management will shutter later this month after running for nearly 14 years as its assets dwindle.
ALLY SELBY
Australia's appetite for impact investing is set to skyrocket over the coming years, with new research predicting the market will reach $100 billion by 2025.
Latest White Papers
SAMANTHA CARROLL   The managed account services industry was given much to ponder by Commissioner Hayne in the final report. The major talking point for the industry is undoubtedly the fact that ...
JOHN DYALL   Investments held within managed accounts can include direct domestic and increasingly international equities, directly held fixed interest securities, listed investment companies ...
GLEN HOLDER   The business efficiency benefits of multi-asset managed accounts for advice businesses are widely known. When these advantages are also on-shared with the end client, multi-asset ...
MARTIN MORRIS   Financial planning principles are continuously faced with legislative changes and there is very little air-time between articles referencing the royal commission, FASEA and other ...
HUB24 PTY LTD   Key points Keeping up to date with the latest developments in technology is a fulltime job in itself; it is important advisers understand the underlying technology when selecting ...
HUGH MACNALLY   Individually managed accounts (IMAs) and separately managed accounts (SMAs) enable trustees of SMSFs to access direct international and domestic equity portfolios with greater ...
MULTIPORT PTY LTD   Multiport is a leading provider of self-managed super and managed account administration, reporting and compliance services. We are dedicated to providing the highest level of ...
PHILIP PARKER   Are you a history buff? Here is a rundown of how managed accounts evolved in the US and the UK - and how the sector is developing locally. US The history of the US financial advice ...
SEAN GRAHAM   Peter Turbach from MDA Guru, shares his domain expertise and addresses 10 key questions. 1. Do you feel there is still a little uncertainty out there around advisers' requirements ...
SEAN GRAHAM   "There is a tide in the affairs of men, which, taken at the flood, leads on to fortune" - William Shakespeare, Julius Caesar Act 4, Scene 3. At the moment, the single most popular ...
MEAGHAN VICTOR   The stellar growth of the managed account sector means financial planners have an unprecedented choice when it comes to selecting cost-effective ways of delivering investments ...
HUB24 PTY LTD   About Forte Before we begin, it is important to note that managed portfolios may not suit all clients, so an adviser's first consideration will always be "is this in my client's ...
TOBY POTTER   The amount invested through managed accounts is growing strongly but as a method of investing, managed accounts are still not well understood. The differences between types of ...
ADAM ROWLEY   Space: the final frontier. These are the voyages of the starship Enterprise. Its continuing mission: to explore strange new worlds, to seek out new life and new civilisations ...
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