Investment  BEN COOMBS | FRIDAY, 18 DEC 2020 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  EYLEM KAMERAKKAS | TUESDAY, 19 JAN 2021 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  YORAM LUSTIG , MICHAEL WALSH | TUESDAY, 16 MAR 2021 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   TEUN DRAAISMA | THURSDAY, 10 JUN 2021 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  JASON KOMADINA | MONDAY, 19 JUL 2021 Implementing managed accounts in an advice practice involves much more than simply selecting the right provider. Read more  JACK STANDING | MONDAY, 18 OCT 2021 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  ANDREW YAP | MONDAY, 20 DEC 2021 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 Technology  HUB24 PTY LTD | TUESDAY, 23 FEB 2021 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 Applied Financial Planning  MAT WALKER | MONDAY, 19 APR 2021 The global pandemic emphasised many things, not least of which was the importance of financial advice for investors. Read more  MATTHEW WALKER | MONDAY, 16 AUG 2021 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  MICHELLE KRIG | MONDAY, 15 NOV 2021 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 Compliance  ASSURED SUPPORT | TUESDAY, 21 SEP 2021 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 |
Latest News
How to win in today's wealth management industry: EY
To outperform in the wealth management industry, leaders must conquer several "underlying challenges" by 2030, according to an Ernst & Young (EY) report.
Dividends up but share buybacks fall: Janus Henderson
Despite global dividends climbing in 2023, companies spent much less buying back their own shares.
Fund managers nervously await 'golden visa' reforms
Fund managers that rely on "golden visas" to attract rich investors are waiting with bated breath as the government overhauls Australia's "broken" migration system.
Franklin Templeton's Brandywine Global launches new fund
Franklin Templeton investment manager Brandywine Global has expanded its product suite with the launch of a Global Opportunistic Equity Fund for Australian investors.
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.
Expert Feed
Not all managed accounts are created equal - here's why it matters
There are several considerations for advisers seeking the managed accounts which will best fit their practice.
The future of AI in the financial advice sector
Larry Fink, co-founder of the $9 trillion investment company BlackRock, said recently that artificial intelligence (AI) will have a profound effect on ...
What's the plan, Stan?
One of the most interesting things about my job is that I can ask a question and then set about answering that question so that others can benefit from ...
Why managed accounts are the best antidote to market volatility
Australia's $145 billion - and counting - managed accounts industry has transformed the ease and efficiency with which advisers can run a business and ...
