Managed portfolios: a sound investment in your clients and your business
By HUB24 Pty Ltd  |  In Investment Strategy
It is no secret that financial advisers are under increasing pressure to grow their businesses which means focusing on revenue growth and profitability as well as delivering quality financial ... Read more

When do managed accounts make sense for SMSFs
By Andrew Tracy  |  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

Freedom to grow
By Leonard Gennusa  |  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

Australian Equity, the destination in your global search for yield
By Reece Birtles  |  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

Distinguishing risks between managed funds and direct ownership
By Thomas BignillAlwyn Hung  |  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

International managed portfolios: A gateway for SMSFs to invest overseas
By Andrew Alcock  |  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

The rise of global managed accounts
By Alex Haynes  |  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

Case study: Going beyond product - portfolio solutions using managed accounts
By Dan MilesMatthew HeineNeal Dunne  |  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

Performance shouldn't be administratively prohibitive
By Adam Rowley  |  In White Papers & Case Studies
In 1982 a group of street performers gathered in Baie Saint-Paul in the province of Quebec and decided to organise a festival that could serve as a forum for the exchange of ideas. Their ideas ... Read more

The false dichotomy
By Santiago Burridge  |  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

Does behavioural finance apply to sophisticated investors too?
By Simon Russell  |  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
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Addressing the asset imbalances in SMSFs
Session 3: Addressing the asset imbalances in self-managed superannuation funds (SMSFs) Wes Gillett, Head of Marketing and Distribution, HUB24 Traditional asset allocation in SMSFs versus Pension ... Watch video
CFA Institute investigates ESG investment gap
24 May 2017, 12:50pm
The CFA Institute is partnering with a United Nations-backed organisation to determine why investment managers aren't standardising environmental, social and governance factors across all asset classe ... Read more
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