Volume 6 Number 2 | FS Managed Accounts

Volume 6 Issue 2

Investment

Future proofing with SMAs

EYLEM KAMERAKKAS | Comments | TUESDAY, 26 NOV 2019

Currently Australians invest $62.1 billion through managed accounts - with uptake among financial advisers having doubled over the past five years. As advisers become more comfortable with these products ... Currently ... Read more

The advantages of multi-asset managed accounts

GLEN HOLDER | Comments | FRIDAY, 24 APR 2020

The business efficiency benefits of multi-asset managed accounts for advice businesses are widely known. When these advantages are also on-shared with the end client, multi-asset managed accounts represent ... The ... Read more

Investor behaviour in a time of financial market crisis

JOHN DYALL | Comments | WEDNESDAY, 20 MAY 2020

Investments held within managed accounts can include direct domestic and increasingly international equities, directly held fixed interest securities, listed investment companies (LICs), model port- ... Read more

Technology

The impact of your technology partner on profits

MARTIN MORRIS | Comments | MONDAY, 17 FEB 2020

Financial planning principles are continuously faced with legislative changes and there is very little air-time between articles referencing the royal commission, FASEA and other regulatory changes. ... 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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