A tale of three countriesBY PHILIP PARKER | VOLUME 1, ISSUE 1Are 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 history of the US financial advice ... Get articles like this delivered to your email - Sign up for the free monthly newsletter  More Articles |
Latest News
Perennial launches new investment fund
The new private company investment fund is open to wholesale investors.
UniSuper invests $623m in Macquarie green fund
The super fund said it has committed up to US$400 million to the Macquarie Green Energy and Climate Opportunities Fund.
Commercial real estate optimism ticks up
The overall sentiment of global corporate real estate leaders has improved to its highest level since Q2 2022, according to a survey by Knight Frank.
AMP North adviser inflows rise 22%
AMP North inflows from independent financial advisers (IFAs) increased 22% as its platforms business' assets under management (AUM) increased to $74.3 billion.
Cover Story
Harvesting wisdom
TIMOTHY SCOTT
DIRECTOR
FORD SCOTT FINANCIAL PLANNING PTY LTD
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.
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