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 |
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Qualitas seizes on private credit shift to Europe
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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.
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