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

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

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 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

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

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

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

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

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

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

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

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

Never have financial advisers worked so hard to justify their value. Read more

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