How to ready your business for managed accountsBY JASON KOMADINA | VOLUME 8, ISSUE 1Implementing 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
Potential Insignia takeover edges closer
|Insignia Financial has confirmed it is still in discussions with CC Capital Partners for a potential takeover offer.
State Street Global Advisors rebrands
|State Street Global Advisors is no more with the global asset manager rebranding to bring its "vision for the future into sharper focus".
Finance news foretells stock market volatility: Study
|Daily financial news can better predict stock market volatility and deliver more accurate signals about risk than backward-looking macroeconomic data, a new study suggests.
AMP North launches model portfolio solution with BlackRock, Lonsec
AMP North has partnered with BlackRock and Lonsec to launch a model portfolio offering.
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.
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.