Volume 1 Number 1 | FS Managed Accounts

Volume 1 Issue 1

Case Study

Survive the squeeze

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 management in the long term. While there's no industry ... A ... 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 clients. While managed accounts have for some time ... Lines ... 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 and sustainable earnings. Managed accounts come in ... At ... Read more

Cover Story

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 managed accounts in a business that looks after $5 billion ... From ... Read more

Investment

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 since the GFC could change that. Gaining access to ... Australia ... Read more

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 Rating and our review assesses an 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 management in the long term. When I first started managing ... A ... 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 market. Craig Swanger gives five reasons why the ... Australian ... 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, writes Michael Heine. The financial services industry ... The ... 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 history of the US financial advice industry was predominantly ... Are ... Read more

Latest News


BlackRock drops fees on bond ETFs KANIKA SOOD \| 12:33PM BlackRock has cut the fees on three fixed income ETFs for Australian investors, bringing them under 20bps per year each.	Global manager shuts fund KANIKA SOOD \| 12:32PM AXA Investment Managers has decided to close a $109 million fund as its largest investor pulls out.

WAM responds to Keybridge claims ALLY SELBY \| 12:18PM Wilson Asset Management has responded to allegations by Keybridge Capital, noting the investment manager has already failed twice in previous attempts to obtain orders of this kind.	Global ETF leaders push for reform ALLY SELBY \| 12:13PM The world's largest exchange traded product issuers have partnered to petition for classification reform, in a move which BlackRock head of iShares Australasia Christian Obrist said would help to improve transparency for investors.

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Peter Chun General Manager Distribution Colonial First State		Michelle Baltazar Executive Director, Media Rainmaker Information		John Nicoll Head of Sales Zenith Investment Partners		Michelle Baltazar Executive Director, Media Rainmaker Information
How to drive better client engagement and delivery of financial advice		Lessons from Dover		Managed accounts: Who really benefits?		When high conviction is the only option
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 ...		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 ...		Managed accounts come with high expectations. They promise to transform the way investment portfolios are managed, with a myriad of benefits cascading ...		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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Advisers Big Day Out: Sunshine Coast

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Advisers Big Day Out: Canberra

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Advisers Big Day Out: Wollongong

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