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
HSBC Australia sells $36b retail loan book to Blackstone
HSBC Australia will sell its portfolio of local home loans and personal loans valued at $36 billion to Blackstone.
Nesta pulls $247m mandate from Northern Trust over climate stance
UK research and innovation foundation Nesta Trust has transferred £120 million ($247m) of assets from Northern Trust Asset Management to Amundi after the US manager withdrew from major global climate initiatives, highlighting the growing commercial consequences of fund managers stepping back from climate ...
Crypto traders surge, Swyftx expands into mainstream assets
Nearly 2.4 million Australian now hold cryptocurrency, according to new research, as local exchange Swyftx announced it is the first domestic crypto platform to offer both traditional asset classes alongside digital assets.
Insignia divests Antares Capital, Fairview stake to Janus Henderson
Janus Henderson will take over Insignia Financial's funds management business Antares Capital Partners, as well as its stake in Fairview Equity Partners, which collectively have $33 billion in assets.
Further Reading
Cover Story

On the horizon
MICHAEL 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.













