Applied Financial Planning  PETER TURBACH | MONDAY, 28 NOV 2022 This paper aims to help advisers understand and manage the commercial and operational elements involved in using managed accounts. Read more  HUB24 PTY LTD | MONDAY, 26 JUN 2023 This paper brings together industry experts in ESG investing to discuss how it is spanning generations and influencing how advisers engage with their clients. Read more  MATTHEW VAN DIJK | MONDAY, 30 OCT 2023 At face value, cost comparisons seem straightforward, however, they can exclude material factors that will detrimentally affect your client. Read more Technology  SHANE REID | FRIDAY, 24 FEB 2023 A must for firms in the financial sector. Read more Investment  TERESA WALKER | WEDNESDAY, 5 APR 2023 There is no escaping that the Australian funds industry has been through a challenging time. As the economy hopefully steadies, the question the becomes how the industry itself can evolve and return to growth. Read more  BETASHARES | WEDNESDAY, 24 MAY 2023 While we cannot control what happens in the market, we can control the process we take when constructing our investment portfolios. Read more  KIERAN ROONEY | THURSDAY, 27 JUL 2023 The purpose of this paper is to demonstrate that bonds can act as a preserver of value in portfolios during times of economic or financial stress. Read more  MITCHELL HEALEY | FRIDAY, 25 AUG 2023 Unpacking the potential of separately managed accounts. Read more  BRENT BEVAN | MONDAY, 11 SEP 2023 The turbulent market conditions that have prevailed in the 2020s have proved the worth of managed accounts - but what more can they deliver to advisers? Read more  WESTERN ASSET MANAGEMENT | MONDAY, 27 NOV 2023 With bonds offering the most attractive yields in nearly 15 years, this could be an ideal time for investors to reconsider their allocations to fixed income. Given today's investment environments of higher rates, lower inflation and the Federal Reserve ... 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 ...
