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 managed accounts are often blurred and this is compounded by a prolific use ... Read more

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, to boldly go where no one has gone before. Read more

There are four dimensions of a managed account program that every organisation that is thinking about implementing a program needs to consider Read more

So what do investors want from their financial adviser? Surely it is as simple as receiving quality financial advice relevant to their particular circumstances and objectives provided by their adviser with integrity and competence. Read more

Three years ago, we set ourselves a challenge - to create a dynamic, flexible and efficient managed account platform that advisers could tailor to really suit their needs and the needs of their clients. We set out to create a real game changer, a solution ... Read more