Volume 5, Issue 2

Investment
Eylem Kamerakkas
EYLEM KAMERAKKAS  |  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, and as platform providers and product issuers ... Read more
Glen Holder
GLEN HOLDER  |  FRIDAY, 24 APR 2020
The business efficiency benefits of multi-asset managed accounts for advice businesses are widely known. Read more
John Dyall
JOHN DYALL  |  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- folios, managed funds including exchange-traded products ... Read more
Technology
MARTIN MORRIS  |  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
Brett Mennie
BRETT MENNIE  |  FRIDAY, 17 JUL 2020
The rapid change in investment markets and economic conditions since March 2020 has tested the ability of financial advice business models to manage and support client outcomes effectively and in a timely manner during times of extreme market volati ... Read more