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 ... 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

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 ... The ... Read more

Latest News


Challenger shareholders revolt against remuneration KANIKA SOOD Challenger's company-wide salary freeze wasn't enough to appease shareholders, who delivered a first strike against its executive pay yesterday.	Institutional mandates spring back to life KANIKA SOOD Superannuation funds are starting to appoint external mandates again after a COVID-19-induced lull, says Pinnacle's managing director Ian Macoun.

Ares bids for AMP ELIZA BAVIN AMP has confirmed Ares Management has made a takeover offer to acquire 100% of AMP shares.	First strike at Pengana LIC KANIKA SOOD Pengana International Equities (PIA) faced a first strike against its remuneration report, as about 49.9% of votes went against it.

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Re-thinking Australian equities

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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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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 Sales 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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Industry Events

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OCT

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ANZIIF - RISC REIMAGINED

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2020 Cyber Insurance 101

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NOV

WOB Create a board CV to do you justice

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NOV

Acorns of APAC: Australia Emerging Manager Outreach 2020

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NOV

Webinar: Understanding the Retirement Income Mindset: An Overview of the RMA Certification

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