Managed accounts experience FUM surge

23-Mar-2017|By Leanne Abbas

Managed account funds under management (FUM) grew substantially in the first half of the 2017 financial year, driven by market movement in existing portfolios and new participants, according to the Institute of Managed Account Professionals (IMAP.. Read More




Quant screens a tonic for thematic robos

17-Mar-2017

Quantitative screens can increase returns from thematic robo-advice portfolios using two distinct approaches to building indices, according to a new whitepaper from wealth management software provider Quantifeed. .. Read More

Opinion – Yield hunters set to come unstuck

17-Mar-2017

Chasing income usually entails more risk – both direct and indirect – than the client can understand and the adviser can explain, yet the last few years have been unusual in that these extra risks haven&r.. Read More

Flexible work, pay skills vital to close gap

17-Mar-2017

Improving work practice flexibility and empowering women to push for higher salaries are two of the key ways the financial services industry can improve its gender equality footprint, according to Association of Fina.. Read More

Midwinter, Omnium tie-up delivers on choice

17-Mar-2017

Financial advice software group Midwinter and risk technology provider Omnium have completed integration of their AdviceOS and OmniLife platforms, allowing users of both systems to seamlessly integrate client and ins.. Read More

Risks outweigh merits of new super proposal

16-Mar-2017

A potential new government policy to allow first homebuyers to access their super when entering the property market was not without merit, but presented concentration risks for young people’s retirement portfol.. Read More

Entry and exit strategy key for investors

16-Mar-2017

A disciplined entry and exit strategy could prove to be the difference for investors hoping to outperform the market this year, with trends indicating a continuing resources resurgence and rising interest rates would.. Read More

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