FS Managed Accounts - 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... 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. ... 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 ... 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 ... 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 ... 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 ... 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 ... Read more

Latest News


Under the hood of low-fee funds KANIKA SOOD Lower fee multi-asset funds that skimp on alternatives investments can take a beating in market downturns, new research by Zenith has found.	Investors unfazed by market volatility: Spot poll KARREN VERGARA Recent share market turbulence is not spooking investors as the majority are adamant about holding onto their equity portfolio, Financial Standard's spot poll shows.

What 1% in fees could do to investments KANIKA SOOD Advisers paying just 1% more for investments could erode their clients' nest eggs by 26% over 30 years, according to new data modelling from InvestSMART.	BennBridge boutique launches small caps fund KANIKA SOOD A boutique under Bennelong Funds Management's UK business BennBridge has launched a new fund that will invest in UK small caps.

Videos

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Colonial First State: The Rise and Rise of Managed Accounts

Part one - Understanding managed accounts series

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Part two - Understanding managed accounts series

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Expert Feed

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Michelle Baltazar

Director of Media & Publishing - Financial Standard

FS Managed Accounts

Lessons from Dover

There is nothing more brutal than receiving bad news on the eve of a long weekend. Worse, they were sent by email. The sudden shutdown of Dover Financial ...

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John Nicoll

National Sales Manager

FS Managed Accounts

Managed accounts: Who really benefits?

Managed accounts come with high expectations. They promise to transform the way investment portfolios are managed, with a myriad of benefits cascading ...

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Michelle Baltazar

Director of Media & Publishing - Financial Standard

FS Managed Accounts

When high conviction is the only option

In property, it's all about location. In managed accounts, it's all about conviction. High conviction, to be more precise. Our top story on Financial ...

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Jason Entwistle

Director Strategic Development

FS Managed Accounts

The future of platforms

Why do platforms exist? Platforms connect our clients with investment solutions that create wealth. Platform development has long been driven by adviser ...

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Industry Events

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OCT

22-25

Sibos 2018 - World's premier financial services event

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Best Practice Series: Retirement Income Forum

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Rainmaker SelectingSuper Awards 2018

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NOV

26-28

Investment Performance Measurment, Attribution & Risk Management 2018 Fourm

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FEB

Financial Standard Chief Economists Forum

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