Investment 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 | FRIDAY, 24 APR 2020 The business efficiency benefits of multi-asset managed accounts for advice businesses are widely known. Read more 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 | 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 |
Latest News
Lombard Odier brings plastic circularity fund down under
|Lombard Odier Investment Managers (LOIM) is bringing its Plastic Circularity Fund to Australia, following a first close last year with backing from the sovereign wealth fund of Monaco, among others.
Castlerock embarks on $30m capital raise
|Property fund manager Castlerock is aiming to raise $30 million to expand its portfolio focused on government-leased assets.
GQG builds private markets unit on PAC stakes
GQG Partners is launching a private markets business by acquiring Pacific Current Group's stakes in three fund managers operating in the asset class for US$71.25 million ($108.7bn).
Mayfair 101 regains control of assets, liquidators abandon claims
The terms of a $44 million legal settlement reached between Mayfair 101, James Mawhinney and the liquidators of IPO Wealth Holdings have been released to the public.
Cover Story
Harvesting wisdom
TIMOTHY SCOTT
DIRECTOR
FORD SCOTT FINANCIAL PLANNING PTY LTD
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.