Volume 5 Number 1 | FS Managed Accounts

Volume 5 Issue 1

Technology

The future of managed portfolios

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 ... "There ... 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 ... 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 ... About ... 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 ... Momentum ... Read more

Latest News


Newgate fund starts new life KANIKA SOOD Equity Trustees has handed over the management of Newgate Real Estate and Infrastructure Fund to a new manager, as Newgate Capital announces its intention to retire from the fund.	Magellan to use BasisCode for trading compliance KANIKA SOOD Magellan Financial Group will use Atlanta-based BasisCode Compliance LLC as the provider of its personal trading system.

Plato fund to shutter KANIKA SOOD An Australian shares fund run by Plato Investment Management will shutter later this month after running for nearly 14 years as its assets dwindle.	Impact investing set to skyrocket: Research ALLY SELBY Australia's appetite for impact investing is set to skyrocket over the coming years, with new research predicting the market will reach $100 billion by 2025.

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Peter Chun General Manager Distribution Colonial First State		Michelle Baltazar Executive Director, Media Rainmaker Information		John Nicoll Head of Sales Zenith Investment Partners		Michelle Baltazar Executive Director, Media Rainmaker Information
How to drive better client engagement and delivery of financial advice		Lessons from Dover		Managed accounts: Who really benefits?		When high conviction is the only option
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 ...		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 ...		Managed accounts come with high expectations. They promise to transform the way investment portfolios are managed, with a myriad of benefits cascading ...		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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