HUB24 PTY LTD | 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 advice to their clients in the context of an increasing ... Read more
SAMUEL STOBART | 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 funds (SMSF's), according to the ... Read more
Communications & Marketing
MATT HEINE | 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. We set out to create a real game changer, a solution ... Read more
CHRISTIAN RYAN | 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 with integrity and competence. Read more
TOBY POTTER | 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 Read more
ADAM ROWLEY | 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 has gone before. Read more
TOBY POTTER | 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 blurred and this is compounded by a prolific use ... Read more
Applied Financial Planning
TOM BIGNILL | 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 as invited guests to a party, and we are the hosts. ... Read more
KARREN VERGARA | 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. Read more
MARTIN MORRIS | 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 robo-advice offerings are driving this market ... Read more
YVONNE CHU | MONDAY, 12 FEB 2018
WHAT'S CHANGED? Read more
TOM BIGNILL | 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 need to adapt or perish. Read more
HUB24 PTY LTD | 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 of online share trading in the mid-1990s, to the ... Read more
HUGH MACNALLY | 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 compared to the traditional managed fund options ... Read more
Betashares has launched four funds on the ASX, offering geared long and short exposure to Australian government bonds and 10-year US Treasuries.
Natixis Investment Managers affiliate Mirova has successfully completed its Land Degradation Neutrality (LDN) fund and started a new strategy, the Mirova Sustainable Land Fund 2 (MSLF2), aiming to raise €350 million from public bodies and institutional investors.
While the average number of women in investment teams is slowly growing, the Financial Services Council (FSC) has found they still only account for 29%.
J.P. Morgan Asset Management (JPMAM) has listed two more active ETFs, taking the total number of listed products to 11.
FORD SCOTT FINANCIAL PLANNING PTY LTD
FORD SCOTT FINANCIAL PLANNING PTY LTD
With a farming background, Ford Scott Financial Planning director Tim Scott has artfully woven traditional country values into his advice approach and incorporated managed accounts into his offering, reflecting the importance he places on direct ownership. Cassandra Baldini writes.
There are several considerations for advisers seeking the managed accounts which will best fit their practice.
Larry Fink, co-founder of the $9 trillion investment company BlackRock, said recently that artificial intelligence (AI) will have a profound effect on ...
One of the most interesting things about my job is that I can ask a question and then set about answering that question so that others can benefit from ...
Australia's $145 billion - and counting - managed accounts industry has transformed the ease and efficiency with which advisers can run a business and ...