Volume 1, Issue 1

Investment
ANDREW ALCOCK  |  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. Read more
PHILIP PARKER  |  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. Read more
MICHAEL ELSWORTH  |  TUESDAY, 19 AUG 2014
This month, Lonsec Research debuts its comprehensive research on five key SMA operators. Michael Elsworth explains the methodology. Read more
CRAIG SWANGER  |  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 time is ripe to start moving the goal posts on fixed ... Read more
MICHAEL HEINE  |  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. Read more
Cover Story
PAUL CROWNE  |  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 of client portfolios using MAs. He talks to Michelle ... Read more
Applied Financial Planning
TONY MCDONALD  |  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. Read more
DAVID ORAZIO  |  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. Read more
Case Study
KEN BLOOMFIELD  |  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. Read more
Taxation & Estate Planning
PHILIP PARKER  |  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. Read more