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

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

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

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


DomaCom raises more capital HARRISON WORLEY Fractional property investment firm DomaCom recently raised about $3 million in capital.	UniSuper awards small caps mandate KANIKA SOOD UniSuper has awarded a boutique manager a $250 million mandate to manage small cap equities.

Challenger kicks off active ETFs KANIKA SOOD Challenger's multi-boutique business Fidante Partners has listed its first active ETF as it dips its toes in the exchange-traded fund market.	Insurer awards $80m mandate KANIKA SOOD An Australian insurer has awarded a Natixis affiliate a mandate to manage $80 million in an absolute return strategy.

Videos

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Diversity of the investment menu

Part one - Understanding managed accounts series

Adviser Panel Session Part 2: Transition to managed accounts

Part three - Understanding managed accounts series

Managed Accounts - 2018

Part two - Understanding managed accounts series

Adviser Panel Session Part 1: Transition to managed accounts

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Expert Feed

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Michelle Baltazar

Director of Media & Publishing - Financial Standard

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

Director of Media & Publishing - Financial Standard

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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Jason Entwistle

Director Strategic Development

FS Managed Accounts

The future of platforms

Why do platforms exist? Platforms connect our clients with investment solutions that create wealth. Platform development has long been driven by adviser ...

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