Martin Morris Head of Distribution, Praemium Limited Recent research has shown there is a commonly held view that managed accounts are more suited to High Net Worth clients. However, with more advisers starting to embrace managed accounts as a whole-of-practice ... The financial planning industry is continually transforming. Against a backdrop of legislative and economic challenges, practices are also faced with an evolving client base and technological advances ... 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 regulatory changes. ... SMA growth forecasted to continue The continuing success of managed accounts appears to be showing no signs of abating. Australian Financial Service Licences (AFSL), advisers, stockbrokers and increasingly ... SMA ... |
| | JAMIE WILLIAMSON | 12:41PM One of Canada's biggest pension funds is restructuring to better position itself for international opportunities, including in the Asia Pacific region. | KANIKA SOOD | 12:39PM Magellan is seeking unitholder approval to create a mega fund of $15 billion that would combine the investment pools of the unlisted, ETF and LIT versions of the Magellan Global Fund. | | | KANIKA SOOD | 12:37PM A Sydney advice firm has allocated $20 million for global equities to Florida-headquartered GQG Partners. | ANNABELLE DICKSON | 12:08PM Invesco is setting out its ESG framework in line with the Task Force on Climate-related Disclosures (TCFD) framework in its inaugural climate change report. |
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