FS Managed Accounts - Volume 5 Number 1

Volume 5 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 ... 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 ... 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 ... 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 ... 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 ... 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 ... Read more

Latest News


OnePath awards $210m in mandates KANIKA SOOD \| 12:22PM OnePath awarded about $210 million in two separate mandates that were previously managed by UBS Asset Management.	Vanguard lowers fees ELIZABETH MCARTHUR Vanguard announced it will lower fees on a number of its most popular funds and ETFs from the start of July.

Asset manager eyes Australian market KANIKA SOOD A Latin American asset manager has partnered with Brookvine as it tries to tap institutional and wholesale investors in Australia and New Zealand for its high yield fund.	Future Fund backs tech startup KANIKA SOOD Australia's $154 billion sovereign wealth fund has invested in a technology company looking to deploy its products in the industrial sector.

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Expert Feed

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Peter Chun

General Manager Distribution

FS Managed Accounts

How to drive better client engagement and delivery of financial advice

Managed accounts have existed in various forms for decades but it is only in recent years that new technologies have given birth to the modern managed ...

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Michelle Baltazar

Editor in Chief & Publisher

FS Managed Accounts

Lessons from Dover

There is nothing more brutal than receiving bad news on the eve of a long weekend. Worse, they were sent by email. The sudden shutdown of Dover Financial ...

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John Nicoll

National Sales Manager

FS Managed Accounts

Managed accounts: Who really benefits?

Managed accounts come with high expectations. They promise to transform the way investment portfolios are managed, with a myriad of benefits cascading ...

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Michelle Baltazar

Editor in Chief & Publisher

FS Managed Accounts

When high conviction is the only option

In property, it's all about location. In managed accounts, it's all about conviction. High conviction, to be more precise. Our top story on Financial ...

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Industry Events

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JUL

Global advice trends breakfast with BT & Barron's - Sydney

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JUL

Global advice trends breakfast with BT & Barron's - Melbourne

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SEP

Best Practice Series: Managed Accounts Forum

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OCT

Best Practice Series: Retirement Income Forum

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NOV

27-29

FPA Professional Congress returns to Melbourne

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