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 ... It ... 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 ... The ... 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 ... In ... 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 ... Individually ... 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 ... SMA ... 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 ... WHAT'S ... 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 ... Financial ... 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 ... The ... 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. Three ... 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 ... So ... 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 ... There ... 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 ... Space ... 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 ... The ... Read more

Latest News


Global manager launches China A-shares fund KANIKA SOOD Ninety One, formerly known as Investec Asset Management, has is touting a new China A-shares fund to local institutional and wholesale investors.	Tough year at Challenger KANIKA SOOD Challenger this morning reported $416 million in statutory net loss for FY20, as its investments fell by $750 million during the COVID-19 pandemic.

PAN-Tribal signs distribution deal KANIKA SOOD The funds management distribution house has signed an exclusive agreement to tout an infrastructure manager in the Australian wholesale market.	Impact investing seeks to address racial inequality ELIZABETH MCARTHUR A new initiative in the US, with $4 million in backing from J.P. Morgan Chase, has seen a small business lender and an impact investor come together to address racial inequality.

Videos

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Investment Leadership Awards 2020 | Highlights

How managed accounts can comply with the best interest duty

Praemium: From trend to tried-and-true

T. Rowe Price: Secrets To Success

The Managed Accounts landscape in 2019

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Expert Feed

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Martin Morris Head of Distribution Praemium	Simon Carrodus Solicitor Director The Fold Legal	Tim Sparks Head of Sales and Marketing Bell Direct	Anne Hamieh Head of Distribution and Marketing Xplore Wealth
Busting the myths of managed accounts & client size	Managed Accounts and Standard 3 - A tale of two conflicts	Managed accounts in a post COVID-19 world	Control what you can control
Recent research has shown there is a commonly held view that managed accounts are more suited to High Net Worth clients. However, with more advisers starting ...	I've always enjoyed irony, so the irony wasn't lost on me when I first read Standard 3 of the FASEA Code of Ethics (Standard 3). It's ironic because Standard ...	There's no mistaking 2020 has been unprecedented. Investors across the globe, at all levels of expertise, are feeling the shockwaves roll through their ...	Control is an important ingredient in the mix of achieving desirable investment outcomes. So, if we feel like control has been reefed away from us, our ...
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Industry Events

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AUG

27-28

Stockbrokers and Financial Advisers 2020 Virtual Conference

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OCT

Best Practice Series: Retirement Income Forum

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AUG

FPA Congress is back - and now it's virtual!

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AUG

The role of gold in a diversified portfolio

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AUG

24-28

Best of Breed Global Research & Investment Program for Instutional Investors - Global Equities

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Your Opinion

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