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

Alwyn Hung
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

Matthew Heine
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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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
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
Valuation dispersion creating opportunity for instos to retilt
27 September 2016, 12:27pm
The dispersion in valuations between the cheapest and the most expensive stocks is the widest it has been at any point since the dotcom boom, according to the founder of global asset manager Pzena Investment ... Read more
Masterfunds grow despite underperformance of platforms
27 September 2016, 12:04pm
The overall masterfund market grew by $21.4 billion over the last financial year, according to data from Strategic Insight. Read more
Pharmaceuticals and tires top new Thomson Reuters diversity index
27 September 2016, 11:59am
Roche Holding AG and the Michelin Group have topped Thomson Reuters' Diversity and Inclusion (D&I) index. Read more
A-REIT added to Asgard platform
27 September 2016, 11:55am
A high conviction, actively managed fund providing access to a diversified portfolio of ASX-listed real estate securities has been added to the Asgard platform. Read more
BKI appoints external investment manager
26 September 2016, 11:39am
BKI Investment Company has externalised the management of its investment portfolio. Read more
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