Volume 5 Number 2

Volume 5 Issue 2

Investment

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 ... ... 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 ... ... 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

Supporting client outcomes during market volatility

BRETT MENNIE | Comments | 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 ... ... Read more

Latest News


ID_Land expands into funds management ELIZABETH MCARTHUR \| 12:22PM Property developer ID_Land announced it is getting into private funds management, targeting Australia's high-net-worths.	Royce Investment Partners launches small-cap fund ANNABELLE DICKSON \| 11:55AM Royce Investment Partners, a Franklin Templeton subsidiary, is launching in the domestic retail investment market with a global small-cap fund.

Fidelity adds new climate, gender policies KANIKA SOOD The US$787 billion manager is asking companies that it invests in to reach 15% to 30% in board gender diversity and to commit to addressing the climate change crisis.	CommIF ups hospital stake ELIZABETH MCARTHUR After swatting off three takeover bids, the AMP Capital Community Infrastructure Fund (CommIF) has increased its stake in Royal Adelaide Hospital.

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Cut through

KAREN MCLEOD
PRACTICE PRINCIPAL
ETHICAL INVESTMENT ADVISERS PTY LTD

Ethical Investment Advisers principal adviser Karen McLeod shares how the bespoke models her firm built from scratch are helping her clients make a difference. Jamie Williamson writes.

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Expert Feed

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Simon Carrodus Solicitor Director The Fold Legal	Damian Cilmi Head of Investment Managers and Governance Praemium	Chris Donohoe Chief Executive Officer APIR Systems Pty Ltd	Tim Sparks Head of Distribution and Marketing Bell Direct
Playing chicken: The myth of conflicted remuneration loopholes	A managed account for all market conditions	Market turbulence unlikely to impact fund registrations	Managed accounts in a post COVID-19 world
Conflicted remuneration is currently under the microscope and ASIC is taking action against those who try to use loopholes to avoid the prohibition. In ...	The business efficiency and client engagement advantages of managed accounts have long been espoused; however, recent months have highlighted another ...	The number of financial products - including managed accounts, traditional managed funds and superannuation funds - is resilient regardless of market ...	There's no mistaking 2020 has been unprecedented. Investors across the globe, at all levels of expertise, are feeling the shockwaves roll through their ...
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Volume 5 Issue 2

Latest News

Videos

Get it Monthly

Cover Story

Expert Feed

Playing chicken: The myth of conflicted remuneration loopholes

A managed account for all market conditions

Market turbulence unlikely to impact fund registrations

Managed accounts in a post COVID-19 world

Industry Events