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 ...

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 ...

What works when inflation hits?

TEUN DRAAISMA   Over the past three decades, a sustained surge in inflation has been absent in developed markets. Today, inflation risk has increased. As a result, many investors are faced with ...

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 ...

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 ...

Managed accounts: The bitcoin of 2018?

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 ...

Enhancing the advice value chain

MAT WALKER   The global pandemic emphasised many things, not least of which was the importance of financial advice for investors. As markets peaked and troughed in a matter of weeks, those ...

How to navigate the complex managed accounts ecosystem

MEAGHAN VICTOR   The stellar growth of the managed account sector means financial planners have an unprecedented choice when it comes to selecting cost-effective ways of delivering investments ...

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 ...