FS Managed Accounts

Royal Commission recommendations and managed discretionary accounts

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 ...

Understanding the difference between an MDA, SMA and IMA

ROBERT STANDING   Managed discretionary accounts (MDAs), separately managed accounts (SMAs) and individually managed accounts (IMAs) are all managed investment vehicles with some similarities.

How to ready your business for managed accounts

JASON KOMADINA   Implementing managed accounts in an advice practice involves much more than simply selecting the right provider. It is an opportunity to refine the practice's value proposition ...

Delivering platform Alpha

HUB24 PTY LTD   Financial advisers currently face a challenging environment, with interest rates at historic lows, significant market volatility and increasing regulatory pressure to satisfy ...

Supporting client outcomes during market volatility

BRETT MENNIE   The rapid change in investment markets and economic conditions since March 2020 has tested the ability of financial advice business models to manage and support client outcomes ...

IMAs and SMAs meet the demands of SMSF trustees for direct international equities portfolios

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 ...

Tailored SMSF and managed account solutions

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 ...

A tale of three countries

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 ...

Managed discretionary accounts in 2021

ASSURED SUPPORT   This paper reproduces a Q&A session conducted by Assured Support between its managing director, Sean Graham, and Peter Turbach, partner at MDA Guru. It captures these two leading ...

Ten managed account questions answered

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 ...

Delivering exceptional client experience with managed accounts

MICHELLE KRIG   The role of financial advisers is undergoing a profound shift, from technical specialist to relationship-driven coach covering broader strategic advice. To make this transition ...

Transforming financial advice businesses for sustained success

MATTHEW WALKER   The adoption of managed accounts has been proliferating in Australia as they fill the need for advisers to deliver professional investment services more efficiently and allow ...

Two roads to a single destination

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 ...

Managed accounts: Boldly go where no one has gone before

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 ...