Volume 6 Number 1

Volume 6 Issue 1

Technology

HUB24 PTY LTD | Comments | MONDAY, 12 NOV 2018

Key points Keeping up to date with the latest developments in technology is a fulltime job in itself; it is important advisers understand the underlying technology when selecting a managed portfolio ... Read more

Compliance

Managed accounts: The bitcoin of 2018?

SEAN GRAHAM | Comments | 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. At the moment, the single most popular topic of adviser conversations ... ... Read more

Applied Financial Planning

Booming with confidence

KARREN VERGARA | Comments | 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. Over the ... ... Read more

Giant steps for growth

HARRISON WORLEY | Comments | 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 ... Read more

Breaking with tradition

MICHAEL CROWE | Comments | 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 ... ... Read more

What to consider when establishing your private label managed account

MATT HEINE | Comments | 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. One of the drivers of growth are ... ... Read more

Latest News


Macquarie AM acquires alternative investment group ELIZABETH MCARTHUR Macquarie Asset Management has acquired an independent investment advisory firm delivering private client access to institutional hedge fund, private equity, real estate, and funds-of-funds.	Pinnacle backs investment platform ELIZABETH MCARTHUR Pinnacle Investment Management has made a $3 million cornerstone investment in OpenInvest.

Ex-Pengana staff launch boutique KARREN VERGARA Five former Pengana staff members have emerged to launch the boutique, Pella Funds Management.	Superhero offers access to Bitcoin ETF ELIZABETH MCARTHUR Investing platform Superhero announced the availability of the first Bitcoin ETF to Australian investors, after it listed in the US yesterday.

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Cover Story

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Cut through

KAREN MCLEOD
PRACTICE PRINCIPAL
ETHICAL INVESTMENT ADVISERS PTY LTD

Ethical Investment Advisers principal adviser Karen McLeod shares how the bespoke models her firm built from scratch are helping her clients make a difference. Jamie Williamson writes.

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Expert Feed

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Jesse Imer Fixed Income Investment Strategist Mason Stevens	Tom Glynn Head of Wholesale DNR Capital	Bronwyn Yates Director, Head of Adviser & Intermediary Distribution Russell Investments	Philip Pilgrim General Manager - Partnerships and Distribution Implemented Portfolios Pty Ltd
Managing fixed income portfolios	Opening the door for tailored ESG solutions	Real-time adaptability: the secret sauce of managed accounts	IMAs and the rise of the personalised portfolio
"Lower for longer" - central bank monetary policy "There's no income in fixed income" "How can bond yields move any lower?" ...	Managed accounts are an increasingly popular vehicle with financial advisers as a way to structure their clients' investment portfolios, offering ...	Managed accounts have proven to be one of the most impactful innovations to hit the wealth industry in recent times. Advisers appreciate managed accounts' ...	When you look back at the history of financial advice, investment management has an interesting story to tell and it's a story that has still got ...
READ MORE ►	READ MORE ►	READ MORE ►	READ MORE ►

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Chief Economists Forum

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Volume 6 Issue 1

Latest News

Videos

Get it Monthly

Cover Story

Expert Feed

Managing fixed income portfolios

Opening the door for tailored ESG solutions

Real-time adaptability: the secret sauce of managed accounts

IMAs and the rise of the personalised portfolio

Industry Events

Your Opinion

Which managed account structure do you prefer?