Record adoption of managed accounts as Australian advisers seek relief from operational pressures

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Managed accounts have overtaken other investment vehicles to become the preferred core portfolio solution for Australian financial advisers, according to the newly released 17th State Street/Investment Trends Managed Accounts Report.

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The rise of model portfolios: Global trends and developments

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Model portfolios have shifted from niche to mainstream, both in the United States (US) and Australia, marking a major change in the financial advisory landscape. In the US, model portfolio

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Managed account adoption triples in the last decade, with nearly 3 in 5 advisers now incorporating them into client portfolios

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State Street Global Advisors, the asset management business of State Street Corporation (NYSE: STT), together with Investment Trends, has released a new report revealing the proportion of advisers using managed

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A unifying force – the multi-asset pathway to income

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The average retirement age in Australia is between 62 and 65 years[2]. At present, there are 4.1 million retirees in Australia, with approximately 140,000 people joining their ranks annually[1]. By

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