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 |
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Cover Story
Harvesting wisdom
TIMOTHY SCOTT
MANAGING DIRECTOR
FORD SCOTT FINANCIAL PLANNING PTY LTD
MANAGING DIRECTOR
FORD SCOTT FINANCIAL PLANNING PTY LTD
With a farming background, Ford Scott Financial Planning director Tim Scott has artfully woven traditional country values into his advice approach and incorporated managed accounts into his offering, reflecting the importance he places on direct ownership. Cassandra Baldini writes.
Expert Feed
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There are several considerations for advisers seeking the managed accounts which will best fit their practice.
The future of AI in the financial advice sector
Larry Fink, co-founder of the $9 trillion investment company BlackRock, said recently that artificial intelligence (AI) will have a profound effect on ...
What's the plan, Stan?
One of the most interesting things about my job is that I can ask a question and then set about answering that question so that others can benefit from ...
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Australia's $145 billion - and counting - managed accounts industry has transformed the ease and efficiency with which advisers can run a business and ...
