When do managed accounts make sense for SMSFsBY ANDREW TRACY | VOLUME 3, ISSUE 1Australia'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 ... Get articles like this delivered to your email - Sign up for the free monthly newsletter  More Articles |
Latest News
ABE releases Rolls Royce bond
It's one of the most luxurious automotive brands in the world and it now has its own bond linked security from the Australian Bond Exchange.
Apex Group wins fund admin mandate
Apex Group has announced its appointment by Octopus Investments Australia to service its funds structured around renewables investments.
Centuria sets up new agriculture fund
Centuria Agriculture Fund (CAF) is an unlisted, open-ended agriculture fund, seeded with a $177 million glasshouse in Warragul, Victoria.
IFM Investors launches climate transition fund
The Australian equities fund aims to help institutional investors reduce carbon emissions exposures while aligning investments to Your Future, Your Super requirements.
Cover Story
A process for the better
MARSHALL BRENTNALL
DIRECTOR
EVALESCO FINANCIAL SERVICES PTY LTD
DIRECTOR
EVALESCO FINANCIAL SERVICES PTY LTD
Evalesco directors Marshall Brentnall, Jeff Thurecht and Jules Knox analyse the process of creating model portfolios and how that in turn has led to better outcomes for their clients. Annabelle Dickson writes.
Expert Feed
Changing course amid the perfect storm
The COVID-19 pandemic, despite all its associated challenges, could be described as the perfect storm to force a change of direction for the advice industry.
The future of managed accounts
One of the biggest challenges facing the financial advice sector is the need to provide high quality advice at an affordable price point to more Australians.
The questionable impact of DDO obligations
The financial advice sector has been subject to massive regulatory reform over the best part of the last decade. While the intention of a lot of regulation ...
