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 ... ... 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 ... ... 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 ... ... 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 ... ... 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 ... ... 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 ... ... 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

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 ... ... 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 ... ... 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 ... ... Read more

Latest News


Macquarie AM acquires alternative investment group ELIZABETH MCARTHUR Macquarie Asset Management has acquired an independent investment advisory firm delivering private client access to institutional hedge fund, private equity, real estate, and funds-of-funds.	Pinnacle backs investment platform ELIZABETH MCARTHUR Pinnacle Investment Management has made a $3 million cornerstone investment in OpenInvest.

Ex-Pengana staff launch boutique KARREN VERGARA Five former Pengana staff members have emerged to launch the boutique, Pella Funds Management.	Superhero offers access to Bitcoin ETF ELIZABETH MCARTHUR Investing platform Superhero announced the availability of the first Bitcoin ETF to Australian investors, after it listed in the US yesterday.

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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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Jesse Imer Fixed Income Investment Strategist Mason Stevens	Tom Glynn Head of Wholesale DNR Capital	Bronwyn Yates Director, Head of Adviser & Intermediary Distribution Russell Investments	Philip Pilgrim General Manager - Partnerships and Distribution Implemented Portfolios Pty Ltd
Managing fixed income portfolios	Opening the door for tailored ESG solutions	Real-time adaptability: the secret sauce of managed accounts	IMAs and the rise of the personalised portfolio
"Lower for longer" - central bank monetary policy "There's no income in fixed income" "How can bond yields move any lower?" ...	Managed accounts are an increasingly popular vehicle with financial advisers as a way to structure their clients' investment portfolios, offering ...	Managed accounts have proven to be one of the most impactful innovations to hit the wealth industry in recent times. Advisers appreciate managed accounts' ...	When you look back at the history of financial advice, investment management has an interesting story to tell and it's a story that has still got ...
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Industry Events

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Chief Economists Forum

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Volume 1 Issue 1

Latest News

Videos

Get it Monthly

Cover Story

Expert Feed

Managing fixed income portfolios

Opening the door for tailored ESG solutions

Real-time adaptability: the secret sauce of managed accounts

IMAs and the rise of the personalised portfolio

Industry Events

Your Opinion

Which managed account structure do you prefer?