Andrew Tracy
     
When do managed accounts make sense for SMSFs
  |  
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

Michelle Baltazar
     
What's in a name?
  |  In Blogs
The basic tenets of managed accounts haven't really changed much in recent years, but its appeal to financial advisers has. I remember writing my first feature article on managed accounts back in ... Read more

Peter Bell
     
Smart beta - compelling or shade of grey?
  |  
'Smart Beta' is one of the real buzz words in markets right now. Peter Bell provides an overview of this rapidly growing area, and explains why Smart Beta and Managed Accounts work so ... Read more

Brooks Friederich
     
A new frontier of managed accounts
  |  
A series of financial crises over the last dozen years have forced many investors to reassess their investment choices and their tolerance for risk. There are new factors to consider: Financial ... Read more

Simon Russell
     
Managed accounts in a behavioural world
  |  
Often the most important factor in getting the best investment outcome relates as much to the people making the investment decisions as to the investments themselves. For example, a fund can perform ... Read more

Andrew Alcock
     
Are we there yet?
  |  
Australia has been slow to embrace managed accounts despite their roaring success overseas. This white paper explains why and how financial realities since the GFC could change that. Gaining access ... Read more

Paul Crowne
     
Time to advice
  |  
From modest beginnings with no precedent to rely on, Paul Crowne, principal adviser at Centric Wealth, is today one of the leading proponents of managed accounts in a business that looks after $5 ... Read more

Tony McDonald
     
The good life - adding value to a practice through managed accounts
  |  
At a time when advisers are looking for ways to grow their practice, Tony McDonald walks through a scenario where managed accounts can drive tangible and sustainable earnings. Managed accounts come ... Read more

Kenneth Bloomfield
     
Survive the squeeze
  |  
A managed account can minimise the "value leakage" for the client and allow financial advisers to assume a greater role in portfolio management in the long term. While there's no ... Read more

Philip Parker
     
Stop the value leakage: advice options to improve client returns
  |  
A managed account can minimise the "value leakage" for the client and allow financial advisers to assume a greater role in portfolio management in the long term. When I first started managing ... Read more

Michael Elsworth
     
Rating separately managed accounts
  |  
This month, Lonsec Research debuts its comprehensive research on five key SMA operators. Michael Elsworth explains the methodology. Lonsec SMA Platform Rating and our review assesses an SMA ... Read more

Craig Swanger
     
My world, my bond
  |  
Australian investors have less than 1% allocated to corporate bonds directly, a small proportion compared to allocations in every other major developed market. Craig Swanger gives five reasons why ... Read more

Michael Heine
     
Investment selection and portfolio rebalancing under managed accounts
  |  
The benefits of managed accounts become even more evident when advisers need to combine multiple models, which in turn need to be rebalanced regularly, writes Michael Heine. The financial services ... Read more

David Orazio
     
Age of convergence
  |  
Lines are blurring between platforms, managed accounts and managed funds. David Orazio explains how this trend benefits financial advisers and their clients. While managed accounts have for ... Read more

Philip Parker
     
A tale of three countries
  |  
Are you a history buff? Here is a rundown of how managed accounts evolved in the US and the UK - and how the sector is developing locally. US The history of the US financial advice industry was ... Read more
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Best Practice Forum Series: Managed Accounts 2015
Financial Standard is proud to support managed accounts professionals through its annual Best Practice Forum on Managed Accounts. Once a year, Financial Standard hosts the premiere event where leading ... Watch video
Why managed accounts appeal to SMSFs, Gex X and Gen Y
In this video Wes Gillett from HUB24 talks about How SMSF's can improve investment outcomes, Gen X and Gen Y investors: needs and choices, Some tax and compliance benefits of discretionary investment programs/portfolios and ... Watch video
Transforming your advice practice into a successful wealth management business
In this video panel moderator David Heather from managedaccounts.com.au discusses the difference between working with managed fund specialists and model portfolio managers. Financial advisers share their ... Watch video
Key considerations when developing a managed account solution
In this video Matt Heine from netwealth speaks at the Best Practice Forum Series: Managed Accounts 2015 on Identifying your core customers, Investment structures to consider and Compliance: IDPS vs MDA ... Watch video
Charter Hall's FUM grows to $17bn
25 May 2016, 11:58am
Charter Hall's Core Plus Office Fund (CPOF) has created a new wholesale trust with Morgan Stanley Real Estate Investing (MSREI), together acquiring 100% of One Shelley Street, Sydney for $525 million. Read more
Vanguard launches Australian corporate bond ETF
25 May 2016, 11:57am
Vanguard Australia has launched a new exchange-traded fund (ETF) that offers investors a broadly diversified portfolio of quality corporate bonds. Read more
Omega wins institutional credit mandate
25 May 2016, 11:56am
Omega Global Investors has been awarded a $100 million global credit mandate by a $1 billion institutional investor. Read more
Good asset owners benchmarked at $30bn
25 May 2016, 9:23am
About US$30 billion is needed for an asset owner to have the "raw materials" to implement a good investment strategy according to global consultant Willis Towers Watson. Read more
Australia tanks in global dividend index
24 May 2016, 12:42pm
Australian income seekers have been whacked by the downturn in the mining sector, with high a profile dividend cut from BHP Billiton leading to Australia tumbling down the Henderson Global Dividend Index ... Read more
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