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 advice to their clients in the context of an increasing ... Read more

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 funds (SMSF's), according to the ... Read more

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. We set out to create a real game changer, a solution ... Read more

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 with integrity and competence. Read more

There are four dimensions of a managed account program that every organisation that is thinking about implementing a program needs to consider Read more

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 has gone before. Read more

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 blurred and this is compounded by a prolific use ... Read more

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 as invited guests to a party, and we are the hosts. ... Read more

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. Read more

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 robo-advice offerings are driving this market ... Read more

WHAT'S CHANGED? Read more

Financial Standard's latest adviser survey on the adoption of managed accounts provides key insights on why the industry is enjoying dramatic growth. Read more

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 need to adapt or perish. Read more

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 of online share trading in the mid-1990s, to the ... Read more

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 compared to the traditional managed fund options ... Read more