Ethics & Governance  SAMANTHA CARROLL | TUESDAY, 28 MAY 2019 The managed account services industry was given much to ponder by Commissioner Hayne in the final report. The major talking point for the industry is undoubtedly the fact that the vertical integration model was left untouched. Read more Compliance  SEAN GRAHAM | TUESDAY, 30 JUL 2019 Peter Turbach from MDA Guru, shares his domain expertise and addresses 10 key questions. Read more Applied Financial Planning  NETWEALTH INVESTMENTS | TUESDAY, 27 AUG 2019 Since their beginnings, the benefits of managed accounts have been well touted. Financial advisers in their hundreds told Netwealth in its 2019 AdviceTech research report of the trading efficiency, client engagement and tax efficiency outcomes they've ... Read more   MEAGHAN VICTOR | WEDNESDAY, 22 JAN 2020 The stellar growth of the managed account sector means financial planners have an unprecedented choice when it comes to selecting cost-effective ways of delivering investments to their clients, while optimising their core skills in providing strategic ... Read more |
Latest News
Fidelity International launches first global equity SMA
|Fidelity International has unveiled its first global equity separately managed account (SMA) in Australia, with support from private wealth partner Emanuel Whybourne & Loehr.
Super funds' private market assets grow to $400bn
|Superannuation funds had $400 billion invested in private market assets, jumping 34% in the two years to June 2024, Rainmaker Information analysis of APRA data shows.
Financial Standard names Investment Manager of the Year
Financial Standard has named the winners of its 2025 Investment Leadership Awards, recognising the best investment managers across Australian and international equities, property, infrastructure, fixed income, and multi-asset categories.
State Street's plan for power, product, partnerships
State Street Global Advisers (SSGA) is the largest asset management firm in Australia by locally sourced assets under management (AUM) - by some margin - though few realise.
Further Reading
Cover Story
On the horizon
TIM TOWNSEND
PARTNER & PRIVATE WEALTH ADVISER
TOWNSEND COBAIN PTY LTD
PARTNER & PRIVATE WEALTH ADVISER
TOWNSEND COBAIN PTY LTD
Tim Townsend is a people person at heart, and using managed accounts he has more time to do what he loves most - engaging with clients. But that doesn't mean just any solution will do. Eliza Bavin writes.
Expert Feed
Not all managed accounts are created equal - here's why it matters
There are several considerations for advisers seeking the managed accounts which will best fit their practice.
The future of AI in the financial advice sector
Larry Fink, co-founder of the $9 trillion investment company BlackRock, said recently that artificial intelligence (AI) will have a profound effect on ...
What's the plan, Stan?
One of the most interesting things about my job is that I can ask a question and then set about answering that question so that others can benefit from ...
Why managed accounts are the best antidote to market volatility
Australia's $145 billion - and counting - managed accounts industry has transformed the ease and efficiency with which advisers can run a business and ...
