Managed accounts and technology: Bringing personalisation and scale to advisersBY BILL HORTZ | VOLUME 9, ISSUE 1 Will the future of investment portfolios increasingly be built, not on mutual funds and exchange-traded funds (ETFs), but on customised managed accounts? A strong trend has emerged ... Get articles like this delivered to your email - Sign up for the free monthly newsletter  More Articles |
Latest News
Janus Henderson finalises strategic partnership with life insurer
|Janus Henderson has commenced its strategic partnership with The Guardian Life Insurance Company of America (Guardian), set to manage Guardian's US$45 billion ($68bn) investment grade public fixed income portfolio.
Global advisory firm acquires Boutique Capital
|The corporate governance and advisor services firm has acquired Boutique Capital, a local specialist in fund incubation and wholesale fund services.
Lack of confidence in US equities brings investors back home
|Geopolitical tensions and US trade policy uncertainty have continued to dampen investor sentiment, with many shifting their attention to Australian equities, new research found.
Payton Capital rebrands post-acquisition
Payton Capital has received a brand makeover following the acquisition by ASX-listed alternative asset manager HMC Capital in July 2024.
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 ...
