Investment  HUB24 PTY LTD | MONDAY, 21 FEB 2022 HUB24 has developed this paper to illustrate how great advice together with innovative platform capabilities can be leveraged by advisers to deliver enhanced client outcomes which can make a considerable difference to a client's portfolio over t ... Read more  IAIN NORTH , CHRIS MCAVOY | MONDAY, 21 FEB 2022 Alternative yield investing has been a growing sector of importance for both institutional and private global investors as global central banks have kept interest rates at ultra-low levels to combat economic downturns and to stimulate growth since 2 ... Read more  MARTIN MORRIS | WEDNESDAY, 29 JUN 2022 This paper is based on an excerpt from Praemium's Profit Facts and Key Success Drivers: Elevating your Business with Managed Accounts report. It builds upon research undertaken in 2019 when Praemium, in conjunction with leading advisory consulting practice ... Read more  HUGH MACNALLY | SUNDAY, 31 JUL 2022 Individually managed accounts (IMAs) and separately managed accounts (SMAs) enable clients to access direct international and domestic equity portfolios with greater control and transparency. However, the differences between and benefits of IMAs and ... Read more Ethics & Governance  CHRIS WEST | TUESDAY, 22 MAR 2022 When the term 'governance' is mentioned, the first reaction is normally one that brings up the dread of another set of overburdensome compliance obligations. However, governance and compliance are very different things. Good investment governance at ... Read more Technology  BILL HORTZ | SUNDAY, 29 MAY 2022 Will the future of investment portfolios increasingly be built, not on mutual funds and exchange-traded funds (ETFs), but on customised managed accounts? Read more Compliance  MARTIN KOFOED | FRIDAY, 7 OCT 2022 While the benefits of the managed account structure for investors and advisers are clear, their fee structure, however, tends to be less so. Read more |
Latest News
Betashares launches 'industry first' bond funds
|Betashares has launched four funds on the ASX, offering geared long and short exposure to Australian government bonds and 10-year US Treasuries.
Mirova seeks €350m for new sustainable land management fund
|Natixis Investment Managers affiliate Mirova has successfully completed its Land Degradation Neutrality (LDN) fund and started a new strategy, the Mirova Sustainable Land Fund 2 (MSLF2), aiming to raise €350 million from public bodies and institutional investors.
Women still underrepresented in asset management roles: FSC
While the average number of women in investment teams is slowly growing, the Financial Services Council (FSC) has found they still only account for 29%.
J.P. Morgan lists fixed income ETFs
J.P. Morgan Asset Management (JPMAM) has listed two more active ETFs, taking the total number of listed products to 11.
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 ...
