ANDREW TRACY | MONDAY, 7 MAR 2016
Australia's wealth management sector faces disruptive changes on a number of fronts. Investors have become more educated and are more aware of key issues such as portfolio transparency and tax events. With assets in the self-managed superannuation ... Read more
ANDREW ALCOCK | MONDAY, 7 MAR 2016
In Australia, for a variety of reasons, self-managed superannuation funds (SMSFs) have traditionally avoided investing directly in overseas equities. This white paper examines why and how next generation product structures such as international managed ... Read more
ALWYN HUNG | MONDAY, 7 MAR 2016
In an environment where persistently low growth and low interest rates are becoming the norm, combined with a global economy where both leverage and asset valuations continue to remain well above historic averages, the importance of fixed income in ... Read more
MULTIPORT PTY LTD | MONDAY, 17 JUL 2017
Multiport is a leading provider of self-managed super and managed account administration, reporting and compliance services. We are dedicated to providing the highest level of service for a transparent and competitive fee. Read more
LEONARD GENNUSA | MONDAY, 7 MAR 2016
In an interview with Financial Standard, financial advisers Leonard Gennusa and Alisa Honeyman from Fitzpatricks Private Wealth explain how managed accounts play the dual role of helping them look after their clients more efficiently and grow their ... Read more
REECE BIRTLES | MONDAY, 7 MAR 2016
The search for stable, predictable returns in the post-global financial crisis world has led many investors to re-evaluate how and where they find income. In this global quest for yield, there are very few investment markets today that can provide a ... Read more
The increasing popularity of direct ownership structures that have been adopted by a growing number of the Adviser community via managed account platforms has opened the door for many investors to access asset classes which have previously been the ... Read more
ALEX HAYNES | MONDAY, 7 MAR 2016
At Peters MacGregor we have been running Global Managed Accounts (GMAs) for our clients for the past 16 years. But only now does it seem their benefits are becoming more widely understood in Australia. Managed accounts allow your clients to tailor their ... Read more
A new approach to portfolio management Read more
ADAM ROWLEY | MONDAY, 7 MAR 2016
In 1982 a group of street performers gathered in Baie Saint-Paul in the province of Quebec and decided to organise a festival that could serve as a forum for the exchange of ideas. Their ideas stemmed from a set of core beliefs; 'to invoke the imagination ... Read more
SIMON RUSSELL | MONDAY, 7 MAR 2016
When we think about investors' behavioural biases we might think of mum and dad investors panicking and selling following sharp market falls, only to miss out on the subsequent rebound. Or worse, then buying in too late, only to set themselves up ... Read more
Applied Financial Planning
SANTI BURRIDGE | MONDAY, 7 MAR 2016
Much of the discourse surrounding managed accounts in Australia tends to be dominated by assessment of the comparative benefits and features of separately managed accounts (SMAs) and individually managed accounts (IMAs) as investment structures. No ... Read more
DAVID HEATHER | MONDAY, 7 MAR 2016
Managed accounts are increasingly considered a mainstream investment management solution and many managed account solutions are made available using a Managed Discretionary Account (MDA) approach. Read more
ANTHONY KAPETANOVIC | MONDAY, 7 MAR 2016
In the Financial Standard Ask the Expert series we speak to leaders in the managed account space about how they're making managed account solutions work for them and their clients. Read more
ALEX DUNNIN | MONDAY, 28 AUG 2017
Nudging managed accounts into the mainstream is recognition of the win-win proposition they offer: not only do they provide a simpler and easier way to administer improved client outcomes but they add value to the advisory businesses using them. Read more
Betashares has launched four funds on the ASX, offering geared long and short exposure to Australian government bonds and 10-year US Treasuries.
Natixis Investment Managers affiliate Mirova has successfully completed its Land Degradation Neutrality (LDN) fund and started a new strategy, the Mirova Sustainable Land Fund 2 (MSLF2), aiming to raise €350 million from public bodies and institutional investors.
While the average number of women in investment teams is slowly growing, the Financial Services Council (FSC) has found they still only account for 29%.
J.P. Morgan Asset Management (JPMAM) has listed two more active ETFs, taking the total number of listed products to 11.
FORD SCOTT FINANCIAL PLANNING PTY LTD
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.
There are several considerations for advisers seeking the managed accounts which will best fit their practice.
Larry Fink, co-founder of the $9 trillion investment company BlackRock, said recently that artificial intelligence (AI) will have a profound effect on ...
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 ...
Australia's $145 billion - and counting - managed accounts industry has transformed the ease and efficiency with which advisers can run a business and ...