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 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

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 managed accounts in a business that looks after $5 billion ... From ... 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 Rating and our review assesses an SMA platform ... 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 since the GFC could change that. Gaining access to ... Australia ... 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


Former Trump aid launches crypto fund KARREN VERGARA The former communications director of outgoing US President Donald Trump has launched a cryptocurrency hedge fund.	MySuper eyes growth asset returns KARREN VERGARA MySuper products are achieving near growth-like returns yet incurring investment risk closer to that of balanced products on average, new research shows.

BlackRock assets at record-high KANIKA SOOD BlackRock's total assets grew by 17% last year to US$8.7 trillion, after each asset class, investment style and region reported positive net flows.	Quoted funds going strong at Mainstream KANIKA SOOD Mainstream said half of the 150,000 plus investors it services are now invested in a quoted fund, as it reports December quarter assets.

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Cover Story

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Cut through

KAREN MCLEOD
PRACTICE PRINCIPAL
ETHICAL INVESTMENT ADVISERS PTY LTD

Ethical Investment Advisers principal adviser Karen McLeod shares how the bespoke models her firm built from scratch are helping her clients make a difference. Jamie Williamson writes.

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Expert Feed

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Simon Carrodus Solicitor Director The Fold Legal	Damian Cilmi Head of Investment Managers and Governance Praemium	Chris Donohoe Chief Executive Officer APIR Systems Pty Ltd	Tim Sparks Head of Sales and Marketing Bell Direct
Playing chicken: The myth of conflicted remuneration loopholes	A managed account for all market conditions	Market turbulence unlikely to impact fund registrations	Managed accounts in a post COVID-19 world
Conflicted remuneration is currently under the microscope and ASIC is taking action against those who try to use loopholes to avoid the prohibition. In ...	The business efficiency and client engagement advantages of managed accounts have long been espoused; however, recent months have highlighted another ...	The number of financial products - including managed accounts, traditional managed funds and superannuation funds - is resilient regardless of market ...	There's no mistaking 2020 has been unprecedented. Investors across the globe, at all levels of expertise, are feeling the shockwaves roll through their ...
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Industry Events

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Chief Economist Forum

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Advisers Big Day Out - Perth

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Advisers Big Day Out - Adelaide

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