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
Janus Henderson to manage new tokenised treasury fund
|Janus Henderson will partner with tokenisation platform Centrifuge and its asset management arm, Anemoy, to manage Anemoy's Liquid Treasury Fund (LTF), a fully on-chain, tokenised fund.
HAFF receives first round commitments
|An initial pipeline of 185 projects have been greenlit to deliver more than 13,700 social and affordable homes.
Mercer awarded mandate for North's APS CoreSeries
AMP also announced the introduction of a more personalised experience on North.
Managers struggle to secure positive net flows in FY24
A minority of investment managers have had positive net flows over the past year, according to Rainmaker Information.
Cover Story
Harvesting wisdom
TIMOTHY SCOTT
MANAGING DIRECTOR
FORD SCOTT FINANCIAL PLANNING PTY LTD
MANAGING DIRECTOR
FORD SCOTT FINANCIAL PLANNING PTY LTD
With a farming background, Ford Scott Financial Planning director Tim Scott has artfully woven traditional country values into his advice approach and incorporated managed accounts into his offering, reflecting the importance he places on direct ownership. Cassandra Baldini 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 ...
