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


Macquarie AM acquires alternative investment group ELIZABETH MCARTHUR Macquarie Asset Management has acquired an independent investment advisory firm delivering private client access to institutional hedge fund, private equity, real estate, and funds-of-funds.	Pinnacle backs investment platform ELIZABETH MCARTHUR Pinnacle Investment Management has made a $3 million cornerstone investment in OpenInvest.

Ex-Pengana staff launch boutique KARREN VERGARA Five former Pengana staff members have emerged to launch the boutique, Pella Funds Management.	Superhero offers access to Bitcoin ETF ELIZABETH MCARTHUR Investing platform Superhero announced the availability of the first Bitcoin ETF to Australian investors, after it listed in the US yesterday.

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Along the Road to Recovery: Australia's economic rebound following the impacts of the Covid-19 economic hibernation

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Cover Story

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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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Jesse Imer Fixed Income Investment Strategist Mason Stevens	Tom Glynn Head of Wholesale DNR Capital	Bronwyn Yates Director, Head of Adviser & Intermediary Distribution Russell Investments	Philip Pilgrim General Manager - Partnerships and Distribution Implemented Portfolios Pty Ltd
Managing fixed income portfolios	Opening the door for tailored ESG solutions	Real-time adaptability: the secret sauce of managed accounts	IMAs and the rise of the personalised portfolio
"Lower for longer" - central bank monetary policy "There's no income in fixed income" "How can bond yields move any lower?" ...	Managed accounts are an increasingly popular vehicle with financial advisers as a way to structure their clients' investment portfolios, offering ...	Managed accounts have proven to be one of the most impactful innovations to hit the wealth industry in recent times. Advisers appreciate managed accounts' ...	When you look back at the history of financial advice, investment management has an interesting story to tell and it's a story that has still got ...
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Volume 5 Issue 2

Latest News

Videos

Get it Monthly

Cover Story

Expert Feed

Managing fixed income portfolios

Opening the door for tailored ESG solutions

Real-time adaptability: the secret sauce of managed accounts

IMAs and the rise of the personalised portfolio

Industry Events

Your Opinion

Which managed account structure do you prefer?