Institute of Managed Accounts Professionals chair, Toby Potter laments Treasury’s wrong-headedness around changes to the performance test.
The latest S&P Australia Persistence Scorecard has revealed how fleeting success has been for a significant cohort of active managers.
In what represents increasingly ominous portents, financial markets are now treating UK political risk as a major factor in asset prices.
Evidentia Group has made good on HUB24’s wind-down of Xplore Wealth, announcing the completion of the transfer of client portfolios.
China’s emergence as a key power broker in the Middle East should be recognised and understood by investors says deVere’s Nigel Green.
GSFM Stephen Miller says equity market’s strength shows it has yet to fully reflect the global economic slowdown from the Iranian conflict.
India presents a strong case to be high on the list for emerging market investment allocations, according to Global X’s Malcolm Dorson.
As managed accounts continue to expand at pace, regulatory scrutiny is keeping step. But this attention is not a sudden response to any single
As advisers navigate market volatility alongside growing demands for governance, efficiency and personalisation at scale, managed accounts
In a market defined by the diversity of needs rather than a single client journey, the ability to meet investors where they are and adapt as they move
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