The last six months have thrown the financial advice industry into a storm that was impossible to anticipate. This paper offers various perspectives from Elston Asset Management's (EAM) team as it navigated the storm alongside its advisers. Read more

Managed accounts are increasingly being used by advisers because they provide choice and flexibility for their clients and compliance-friendly ways for them to access optimal service providers, platforms and investment expertise. Read more

The year 2020 proved to be particularly challenging for investors as the COVID-19 pandemic upended growth expectations and generated unprecedented policy responses. Investors will remember 2020 with mixed emotions. On one hand, it was the year of the ... Read more

What are alternatives? Read more

Over the past three decades, a sustained surge in inflation has been absent in developed markets. Today, inflation risk has increased. As a result, many investors are faced with the challenge of having little evidence regarding how to reposition their ... Read more

Implementing managed accounts in an advice practice involves much more than simply selecting the right provider. Read more

Managed discretionary accounts (MDAs), separately managed accounts (SMAs) and individually managed accounts (IMAs) are all managed investment vehicles with some similarities. However, it is important for investors to understand the differences between ... Read more

As the world adjusts to COVID-19 and vaccination rates continue to rise, the hope is that life will return to some form of normal in the near to medium term. Consistent with this view, it is likely that global economies 'reboot' supported by an easing ... Read more

Financial advisers currently face a challenging environment, with interest rates at historic lows, significant market volatility and increasing regulatory pressure to satisfy clients best interests. Read more

The global pandemic emphasised many things, not least of which was the importance of financial advice for investors. Read more

The adoption of managed accounts has been proliferating in Australia as they fill the need for advisers to deliver professional investment services more efficiently and allow them to concentrate on being a strategic adviser. Read more

The role of financial advisers is undergoing a profound shift, from technical specialist to relationship-driven coach covering broader strategic advice. To make this transition at scale successfully, advisers need a robust suite of digital tools-with ... Read more

This paper reproduces a Q&A session conducted by Assured Support between its managing director, Sean Graham, and Peter Turbach, partner at MDA Guru. It captures these two leading industry practitioners' respective views on the present state ... Read more