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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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 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
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
Yellen speaks Fedspeak
29 August 2016, 10:36am
"Of course, our decisions always depend on the degree to which incoming data continues to confirm the Committee's outlook." Read more
Investors must look past Australia for opportunities: BAM
26 August 2016, 12:32pm
Australian investors must be more willing to embrace international equities if they want to capitalise on greater opportunities, according to Bell Asset Management (BAM) chief investment officer and portfolio ... Read more
EGFM launches new property fund
26 August 2016, 11:58am
EG Funds Management has launched a new close-ended, unlisted real estate fund. Read more
Prime subsidiary acquires accounting firm
26 August 2016, 11:04am
Prime Financial Group subsidiary MPR Group has acquired an accounting firm, expanding its accounting footprint in the process. Read more
Easton makes $2.75m acquisition
26 August 2016, 11:02am
Easton Investments has acquired a provider of corporate, trust and SMSF documentation for $2.75 million. Read more
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