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


ID_Land expands into funds management ELIZABETH MCARTHUR \| 12:22PM Property developer ID_Land announced it is getting into private funds management, targeting Australia's high-net-worths.	Royce Investment Partners launches small-cap fund ANNABELLE DICKSON \| 11:55AM Royce Investment Partners, a Franklin Templeton subsidiary, is launching in the domestic retail investment market with a global small-cap fund.

Fidelity adds new climate, gender policies KANIKA SOOD The US$787 billion manager is asking companies that it invests in to reach 15% to 30% in board gender diversity and to commit to addressing the climate change crisis.	CommIF ups hospital stake ELIZABETH MCARTHUR After swatting off three takeover bids, the AMP Capital Community Infrastructure Fund (CommIF) has increased its stake in Royal Adelaide Hospital.

Videos

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FS Aspire CPD - discover your professional potential

Advisers Big Day Out 2021 | Highlights

The Rise of Models

The global economy - recovery or relapse?

Making a Successful Transition to Managed Accounts

The four success drivers of winning firms

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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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Simon Carrodus Solicitor Director The Fold Legal	Damian Cilmi Head of Investment Managers and Governance Praemium	Chris Donohoe Chief Executive Officer APIR Systems Pty Ltd	Tim Sparks Head of Distribution and Marketing Bell Direct
Playing chicken: The myth of conflicted remuneration loopholes	A managed account for all market conditions	Market turbulence unlikely to impact fund registrations	Managed accounts in a post COVID-19 world
Conflicted remuneration is currently under the microscope and ASIC is taking action against those who try to use loopholes to avoid the prohibition. In ...	The business efficiency and client engagement advantages of managed accounts have long been espoused; however, recent months have highlighted another ...	The number of financial products - including managed accounts, traditional managed funds and superannuation funds - is resilient regardless of market ...	There's no mistaking 2020 has been unprecedented. Investors across the globe, at all levels of expertise, are feeling the shockwaves roll through their ...
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Industry Events

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AUG

23-27

Best of Breed - Global equities for institutional Investors

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AUG

30-10

Best of Breed - Global research & investment program for research managers

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SEP

Technical Services Forum

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SEP

Best Practice Series: Managed Accounts Forum

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OCT

4-8

Best of Breed - Fixed income for institutional Investors

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Volume 4 Issue 1

Latest News

Videos

Get it Monthly

Cover Story

Expert Feed

Playing chicken: The myth of conflicted remuneration loopholes

A managed account for all market conditions

Market turbulence unlikely to impact fund registrations

Managed accounts in a post COVID-19 world

Industry Events