Volume 4 Number 1

Volume 4 Issue 1

Investment

Managed portfolios: a sound investment in your clients and your business

HUB24 PTY LTD | Comments | MONDAY, 7 MAR 2016

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 product ... ... Read more

Rethinking international share portfolios

SAMUEL STOBART | Comments | MONDAY, 16 OCT 2017

The prevailing advice for Australian investors looking for investment opportunities in recent years has been to look offshore. Home country bias is particularly prevalent in Australia; self-managed superannuation ... ... Read more

Technology

The modern face of advice

HUB24 PTY LTD | Comments | MONDAY, 15 JAN 2018

In a world where technology is reshaping the way we live, it was always a question of when, not if, digital innovation would change the way consumers manage their money and their wealth. From the advent ... ... Read more

Superannuation

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

HUGH MACNALLY | Comments | MONDAY, 12 MAR 2018

Individually managed accounts (IMAs) and separately managed accounts (SMAs) enable trustees of SMSFs to access direct international and domestic equity portfolios with greater control and transparency ... ... Read more

Applied Financial Planning

Redefining your value as an adviser through managed accounts

THOMAS BIGNILL | Comments | MONDAY, 25 SEP 2017

When it comes to your business - you want to ensure you're running it the best way you can. Your clients allow your business to prosper, as Jeff Bezos (CEO of Amazon) once said "we see our customers ... Read more

2017 Financial Standard Best Practice Forum on Managed Accounts

KARREN VERGARA | Comments | FRIDAY, 29 SEP 2017

That managed accounts are here to stay and will inevitably become basic offerings in the near term were salient themes that emerged from this year's Best Practice Forum on Managed Accounts. More ... Read more

Making bespoke advice models scalable

MARTIN MORRIS | Comments | MONDAY, 16 OCT 2017

SMA growth forecasted to continue The continuing success of managed accounts appears to be showing no signs of abating. Australian Financial Service Licences (AFSL), advisers, stockbrokers and increasingly ... ... Read more

New opportunities for personal tax-deductible contributions

YVONNE CHU | Comments | MONDAY, 12 FEB 2018

WHAT'S CHANGED? From 1 July 2017, the 10% test that previously applied to personal deductible contributions has been removed. As a result, all clients under the age of 75 (including those aged 65 ... ... Read more

A more refined approach

ALEX DUNNIN | Comments | THURSDAY, 19 JUL 2018

Financial Standard's latest adviser survey on the adoption of managed accounts provides key insights on why the industry is enjoying dramatic growth. Ready or not, managed accounts are coming. According ... ... Read more

Repositioning your proposition

THOMAS BIGNILL | Comments | MONDAY, 15 OCT 2018

The advice world has been evolving under changing regulations since 2000 as a result of financial services reform, FOFA and now the Royal Commission. This rate of change is accelerating, and advice businesses ... ... Read more

Communications & Marketing

The future of managed accounts

MATT HEINE | Comments | MONDAY, 14 AUG 2017

Three years ago, we set ourselves a challenge - to create a dynamic, flexible and efficient managed account platform that advisers could tailor to really suit their needs and the needs of their clients. ... Read more

Enhancing your client experience will reap rewards for all

CHRISTIAN RYAN | Comments | MONDAY, 25 SEP 2017

So what do investors want from their financial adviser? Surely it is as simple as receiving quality financial advice relevant to their particular circumstances and objectives provided by their adviser ... ... Read more

The four choices in setting up a managed account program

TOBY POTTER | Comments | FRIDAY, 29 SEP 2017

There are four dimensions of a managed account program that every organisation that is thinking about implementing a program needs to consider: Legal structure Investment process Technology and operations ... ... Read more

Managed accounts: Boldly go where no one has gone before

ADAM ROWLEY | Comments | MONDAY, 6 NOV 2017

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, to boldly go where no one ... ... Read more

Two roads to a single destination

TOBY POTTER | Comments | MONDAY, 11 DEC 2017

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 are often ... ... Read more

Latest News


Macquarie AM acquires alternative investment group ELIZABETH MCARTHUR Macquarie Asset Management has acquired an independent investment advisory firm delivering private client access to institutional hedge fund, private equity, real estate, and funds-of-funds.	Pinnacle backs investment platform ELIZABETH MCARTHUR Pinnacle Investment Management has made a $3 million cornerstone investment in OpenInvest.

Ex-Pengana staff launch boutique KARREN VERGARA Five former Pengana staff members have emerged to launch the boutique, Pella Funds Management.	Superhero offers access to Bitcoin ETF ELIZABETH MCARTHUR Investing platform Superhero announced the availability of the first Bitcoin ETF to Australian investors, after it listed in the US yesterday.

Videos

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FS Aspire CPD - discover your professional potential

Along the Road to Recovery: Australia's economic rebound following the impacts of the Covid-19 economic hibernation

Advisers Big Day Out 2021 | Highlights

Investing for income and growth

Sometimes, less is more

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Cover Story

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Cut through

KAREN MCLEOD
PRACTICE PRINCIPAL
ETHICAL INVESTMENT ADVISERS PTY LTD

Ethical Investment Advisers principal adviser Karen McLeod shares how the bespoke models her firm built from scratch are helping her clients make a difference. Jamie Williamson writes.

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Expert Feed

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Jesse Imer Fixed Income Investment Strategist Mason Stevens	Tom Glynn Head of Wholesale DNR Capital	Bronwyn Yates Director, Head of Adviser & Intermediary Distribution Russell Investments	Philip Pilgrim General Manager - Partnerships and Distribution Implemented Portfolios Pty Ltd
Managing fixed income portfolios	Opening the door for tailored ESG solutions	Real-time adaptability: the secret sauce of managed accounts	IMAs and the rise of the personalised portfolio
"Lower for longer" - central bank monetary policy "There's no income in fixed income" "How can bond yields move any lower?" ...	Managed accounts are an increasingly popular vehicle with financial advisers as a way to structure their clients' investment portfolios, offering ...	Managed accounts have proven to be one of the most impactful innovations to hit the wealth industry in recent times. Advisers appreciate managed accounts' ...	When you look back at the history of financial advice, investment management has an interesting story to tell and it's a story that has still got ...
READ MORE ►	READ MORE ►	READ MORE ►	READ MORE ►

Industry Events

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NOV

Sustainable Impact Investing Webinar

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NOV

Best Practice Series: Retirement Income Forum

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NOV

Best Practice Series: Managed Accounts Forum

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DEC

Best of the Best Awards

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FEB

Chief Economists Forum

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Your Opinion

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Which managed account structure do you prefer?

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Volume 4 Issue 1

Latest News

Videos

Get it Monthly

Cover Story

Expert Feed

Managing fixed income portfolios

Opening the door for tailored ESG solutions

Real-time adaptability: the secret sauce of managed accounts

IMAs and the rise of the personalised portfolio

Industry Events

Your Opinion

Which managed account structure do you prefer?