Compliance SEAN GRAHAM | TUESDAY, 12 JUN 2018 "There is a tide in the affairs of men, which, taken at the flood, leads on to fortune" - William Shakespeare, Julius Caesar Act 4, Scene 3. Read more Applied Financial Planning KARREN VERGARA | MONDAY, 3 SEP 2018 The tide has turned. The skepticism that followed managed accounts in its early days has waned, says Cameron Harrison Private Wealth partner and Certified Financial Planner Anne-Marie Tassoni. Read more HARRISON WORLEY | MONDAY, 3 SEP 2018 In the previous edition of Financial Standard, Karren Vergara explored managed accounts and how the $50 billion market impacts the lives of its ever growing client base. Managed accounts are clearly important, but they are just one-quarter of the investment ... Read more MICHAEL CROWE | MONDAY, 3 SEP 2018 About 30 kilometres from Melbourne's central business district lies the suburb of Croydon. Described as the gateway to the Yarra Valley's wineries and chocolateries, Croydon is home to less than 30,000 people. Read more MATT HEINE | TUESDAY, 18 SEP 2018 Momentum is continuing at a rapid pace in the adoption of managed accounts, the days of them being a niche service being offered by only limited platforms is long gone. Read more Technology |
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Cover Story

A process for the better
MARSHALL BRENTNALL
DIRECTOR
EVALESCO FINANCIAL SERVICES PTY LTD
DIRECTOR
EVALESCO FINANCIAL SERVICES PTY LTD
Evalesco directors Marshall Brentnall, Jeff Thurecht and Jules Knox analyse the process of creating model portfolios and how that in turn has led to better outcomes for their clients. Annabelle Dickson writes.