How to ready your business for managed accountsBY JASON KOMADINA | VOLUME 8, ISSUE 1 Implementing managed accounts in an advice practice involves much more than simply selecting the right provider. It is an opportunity to refine the practice's value proposition ... Get articles like this delivered to your email - Sign up for the free monthly newsletter  More Articles |
Latest News
Allan Gray exposes 'hateful eight' bubble threat
Allan Gray chief investment officer Simon Mawhinney has sounded the alarm that the Australian stock market is dangerously concentrated, with the 'Hateful Eight' companies - the big four banks, Macquarie, Wesfarmers, Goodman Group, and Aristocrat - racking up 85% of last year's returns despite representing ...
Regal Partners charts US expansion
Regal Partners is planning a push into North America, as it also prepares to launch a multi-strategy income fund locally.
Macquarie snaps up Brazil toll road system
Macquarie Asset Management has acquired 100% of Monte Rodovias, a toll road portfolio platform in Brazil, via its managed funds with Macquarie Infrastructure Partners VI.
BlackRock to list its first active ETF in Australia
BlackRock Australia is set to launch its first local active ETF, bringing a US equities strategy.
Further Reading
Cover Story
On the horizon
TIM TOWNSEND
PARTNER & PRIVATE WEALTH ADVISER
TOWNSEND COBAIN PTY LTD
PARTNER & PRIVATE WEALTH ADVISER
TOWNSEND COBAIN PTY LTD
Tim Townsend is a people person at heart, and using managed accounts he has more time to do what he loves most - engaging with clients. But that doesn't mean just any solution will do. Eliza Bavin writes.
Expert Feed
Not all managed accounts are created equal - here's why it matters
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 ...
Why managed accounts are the best antidote to market volatility
Australia's $145 billion - and counting - managed accounts industry has transformed the ease and efficiency with which advisers can run a business and ...
I totally agree, we transitioned to managed accounts around 2 years ago, portfolios are managed effectively and altered very efficiently as needed, reducing risk. This enables me to concentrate my efforts on my clients needs and ensuring I reduce their risk further in other areas that I may not have had the time to do previously. The additional time I spend with my clients has certainly enhanced relationships.