FS Managed Accounts - Volume 1 Number 1

Volume 1 Issue 1

Case Study

KENNETH BLOOMFIELD | Comments | TUESDAY, 19 AUG 2014

A managed account can minimise the "value leakage" for the client and allow financial advisers to assume a greater role in portfolio ... Read more

Applied Financial Planning

Age of convergence

DAVID ORAZIO | Comments | TUESDAY, 19 AUG 2014

Lines are blurring between platforms, managed accounts and managed funds. David Orazio explains how this trend benefits financial advisers and their ... Read more

The good life - adding value to a practice through managed accounts

TONY MCDONALD | Comments | TUESDAY, 19 AUG 2014

At a time when advisers are looking for ways to grow their practice, Tony McDonald walks through a scenario where managed accounts can drive tangible ... Read more

Cover Story

Time to advice

PAUL CROWNE | Comments | TUESDAY, 19 AUG 2014

From modest beginnings with no precedent to rely on, Paul Crowne, principal adviser at Centric Wealth, is today one of the leading proponents of ... Read more

Investment

Rating separately managed accounts

MICHAEL ELSWORTH | Comments | TUESDAY, 19 AUG 2014

This month, Lonsec Research debuts its comprehensive research on five key SMA operators. Michael Elsworth explains the methodology. Lonsec SMA Platform ... Read more

Stop the value leakage: advice options to improve client returns

PHILIP PARKER | Comments | TUESDAY, 19 AUG 2014

A managed account can minimise the "value leakage" for the client and allow financial advisers to assume a greater role in portfolio ... Read more

Are we there yet?

ANDREW ALCOCK | Comments | TUESDAY, 19 AUG 2014

Australia has been slow to embrace managed accounts despite their roaring success overseas. This white paper explains why and how financial realities ... Read more

My world, my bond

CRAIG SWANGER | Comments | TUESDAY, 19 AUG 2014

Australian investors have less than 1% allocated to corporate bonds directly, a small proportion compared to allocations in every other major developed ... Read more

Investment selection and portfolio rebalancing under managed accounts

MICHAEL HEINE | Comments | TUESDAY, 19 AUG 2014

The benefits of managed accounts become even more evident when advisers need to combine multiple models, which in turn need to be rebalanced regularly ... Read more

Taxation & Estate Planning

A tale of three countries

PHILIP PARKER | Comments | TUESDAY, 19 AUG 2014

Are you a history buff? Here is a rundown of how managed accounts evolved in the US and the UK - and how the sector is developing locally. US The ... Read more

Latest News


OnePath awards $210m in mandates KANIKA SOOD \| 12:22PM OnePath awarded about $210 million in two separate mandates that were previously managed by UBS Asset Management.	Vanguard lowers fees ELIZABETH MCARTHUR Vanguard announced it will lower fees on a number of its most popular funds and ETFs from the start of July.

Asset manager eyes Australian market KANIKA SOOD A Latin American asset manager has partnered with Brookvine as it tries to tap institutional and wholesale investors in Australia and New Zealand for its high yield fund.	Future Fund backs tech startup KANIKA SOOD Australia's $154 billion sovereign wealth fund has invested in a technology company looking to deploy its products in the industrial sector.

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Expert Feed

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Peter Chun

General Manager Distribution

FS Managed Accounts

How to drive better client engagement and delivery of financial advice

Managed accounts have existed in various forms for decades but it is only in recent years that new technologies have given birth to the modern managed ...

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Michelle Baltazar

Editor in Chief & Publisher

FS Managed Accounts

Lessons from Dover

There is nothing more brutal than receiving bad news on the eve of a long weekend. Worse, they were sent by email. The sudden shutdown of Dover Financial ...

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John Nicoll

National Sales Manager

FS Managed Accounts

Managed accounts: Who really benefits?

Managed accounts come with high expectations. They promise to transform the way investment portfolios are managed, with a myriad of benefits cascading ...

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Michelle Baltazar

Editor in Chief & Publisher

FS Managed Accounts

When high conviction is the only option

In property, it's all about location. In managed accounts, it's all about conviction. High conviction, to be more precise. Our top story on Financial ...

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Industry Events

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JUL

Global advice trends breakfast with BT & Barron's - Sydney

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JUL

Global advice trends breakfast with BT & Barron's - Melbourne

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SEP

Best Practice Series: Managed Accounts Forum

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OCT

Best Practice Series: Retirement Income Forum

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NOV

27-29

FPA Professional Congress returns to Melbourne

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