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HARRISON WORLEY
Specialist fixed income house FIIG Securities partnered with the microfinance arm of World Vision to launch its first impact investing product in Australia.
HARRISON WORLEY
New research shows Australian real assets are attracting international interest.
ELIZA BAVIN
The global ETF industry hit a new record high in the third quarter with assets in US passive managed funds and index ETFs topping those in US active managed funds for the first time, according to BetaShares.
ELIZA BAVIN
Rainmaker research has shown the managed funds' sector has acutely underperformed its benchmarks for the 12 months to 30 June.
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SAMANTHA CARROLL   The managed account services industry was given much to ponder by Commissioner Hayne in the final report. The major talking point for the industry is undoubtedly the fact that ...
ANDREW MACKEN   When Leonardo da Vinci was sketching out his design for one of the earliest parachutes in the year 1483, he no doubt understood the consequences of such a device failing. It would ...
JAMIE WILLIAMSON   First, there was the proliferation of managed funds that saw the advent of master trusts. Then a surge in popularity of direct share ownership saw the creation of investment wraps ...
MARTIN MORRIS   Financial planning principles are continuously faced with legislative changes and there is very little air-time between articles referencing the royal commission, FASEA and other ...
HUB24 PTY LTD   Key points Keeping up to date with the latest developments in technology is a fulltime job in itself; it is important advisers understand the underlying technology when selecting ...
HUGH MACNALLY   Individually managed accounts (IMAs) and separately managed accounts (SMAs) enable trustees of SMSFs to access direct international and domestic equity portfolios with greater ...
MULTIPORT PTY LTD   Multiport is a leading provider of self-managed super and managed account administration, reporting and compliance services. We are dedicated to providing the highest level of ...
PHILIP PARKER   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 ...
SEAN GRAHAM   Peter Turbach from MDA Guru, shares his domain expertise and addresses 10 key questions. 1. Do you feel there is still a little uncertainty out there around advisers' requirements ...
SEAN GRAHAM   "There is a tide in the affairs of men, which, taken at the flood, leads on to fortune" - William Shakespeare, Julius Caesar Act 4, Scene 3. At the moment, the single most popular ...
HUB24 PTY LTD   About Forte Before we begin, it is important to note that managed portfolios may not suit all clients, so an adviser's first consideration will always be "is this in my client's ...
NETWEALTH INVESTMENTS   Since their beginnings, the benefits of managed accounts have been well touted. Financial advisers in their hundreds told Netwealth in its 2019 AdviceTech research report of the ...
TOBY POTTER   The amount invested through managed accounts is growing strongly but as a method of investing, managed accounts are still not well understood. The differences between types of ...
ADAM ROWLEY   Space: the final frontier. These are the voyages of the starship Enterprise. Its continuing mission: to explore strange new worlds, to seek out new life and new civilisations ...
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