Andrew Tracy
     
When do managed accounts make sense for SMSFs
  |  In Investment Strategy
Australia's wealth management sector faces disruptive changes on a number of fronts. Investors have become more educated and are more aware of key issues such as portfolio transparency and tax ... Read more
Reece Birtles
     
Australian Equity, the destination in your global search for yield
  |  In White Papers & Case Studies
The search for stable, predictable returns in the post-global financial crisis world has led many investors to re-evaluate how and where they find income. In this global quest for yield, there are ... Read more

Leonard Gennusa
     
Freedom to grow
  |  In Cover Story
In an interview with Financial Standard, financial advisers Leonard Gennusa and Alisa Honeyman from Fitzpatricks Private Wealth explain how managed accounts play the dual role of helping them look ... Read more

Thomas Bignill
     
Distinguishing risks between managed funds and direct ownership
  |  In White Papers & Case Studies
The increasing popularity of direct ownership structures that have been adopted by a growing number of the Adviser community via managed account platforms has opened the door for many investors to ... Read more

Andrew Alcock
     
International managed portfolios: A gateway for SMSFs to invest overseas
  |  In White Papers & Case Studies
In Australia, for a variety of reasons, self-managed superannuation funds (SMSFs) have traditionally avoided investing directly in overseas equities. This white paper examines why and how next ... Read more

Alex Haynes
     
The rise of global managed accounts
  |  In White Papers & Case Studies
At Peters MacGregor we have been running Global Managed Accounts (GMAs) for our clients for the past 16 years. But only now does it seem their benefits are becoming more widely understood in ... Read more

Neal Dunne
     
Case study: Going beyond product - portfolio solutions using managed accounts
  |  In White Papers & Case Studies
A new approach to portfolio management In 1994, Neal Dunne was starting his career as an adviser in a world that was pretty much dominated by the insurance industry. Fifteen years later, in January ... Read more

Santi Burridge
     
The false dichotomy
  |  In White Papers & Case Studies
Much of the discourse surrounding managed accounts in Australia tends to be dominated by assessment of the comparative benefits and features of separately managed accounts (SMAs) and individually ... Read more

Adam Rowley
     
Performance shouldn't be administratively prohibited
  |  In White Papers & Case Studies
Navigating your way through all the acronyms - MDA, IMA, SMA and Managed Account - in an effort to deliver alpha for your clients. Read more

Simon Russell
     
Does behavioural finance apply to sophisticated investors too?
  |  In White Papers & Case Studies
When we think about investors' behavioural biases we might think of mum and dad investors panicking and selling following sharp market falls, only to miss out on the subsequent rebound. Or worse ... Read more

David Heather
     
Discretion: The X-factor that separated great practices from good practices
  |  In White Papers & Case Studies
Managed accounts are increasingly considered a mainstream investment management solution and many managed account solutions are made available using a Managed Discretionary Account (MDA) ... Read more
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Session 8: Integrating separately managed accounts into your practice Facilitator: Liz Wheatley, Associate Director - Business Development, Wealth Management, Macquarie Group Adviser Q&A: Nick ... Watch video
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Session 9: Future-proofing your advice business: the impact of implementing managed accounts Facilitator: Toby Potter, Chairman, Institute of Managed Accounts Professionals (IMAP) Adviser Q&A: Leonard ... Watch video
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Innovation can sometimes come from the most unexpected places. In this case, it came from one of the country's largest insurers, AIA Australia. A few years ago, the company started carving a different ... Watch video
Asset managers must consider multi-asset
2 December 2016, 12:23pm
Asset managers looking to win business in an increasingly outsourced world must consider becoming multi-asset specialists, according to new research from Cerulli Associates. Read more
Return to value-based investing on horizon
2 December 2016, 12:04pm
A return to value-based investing is on the cards with several indicators demonstrating that global and domestic economies have reached an inflection point, an Australian fund manager says. Read more
Economic Wrap
2 December 2016, 10:38am
Australia capex down but AiG manufacturing up. US manufacturing up while China's up and down. Read more
Global equities fund becomes 'Recommended'
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Research house Zenith has upgraded an international equities fund to a 'Recommended' rating. Read more
Lonsec rates BetaShares ETF
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Lonsec has given a 'Recommended' rating to BetaShares' new ASX diversifier ETF. Read more
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