 Andrew Yap Head of Portfolio Solutions, Zenith Investment Partners Pty Limited
ANDREW YAP | MONDAY, 29 SEP 2025 While the time savings that free advisers from the grind of administration, rebalancing, and reporting are important, this focus sells the true potential of managed accounts short. Read more ANDREW YAP | MONDAY, 20 DEC 2021 As the world adjusts to COVID-19 and vaccination rates continue to rise, the hope is that life will return to some form of normal in the near to medium term. Consistent with this view, it is likely that global economies 'reboot' supported by an easing ... Read more PAGE: 1 |
Latest News
Pendal shutters Global Select Fund
|Only five years after it debuted, Pendal has terminated its Global Select Fund, an actively managed international equity strategy.
New Forests expands US forestry footprint
|New Forests has expanded its presence in North America after acquiring 44,200 acres of forestry assets in Washington State, marking a significant addition to the firm's growing US portfolio.
IFM builds Atlas Arteria stake to majority
|IFM Investors has been slowly creeping control over Atlas Arteria through on-market stock purchases, finally crossing the 50% ownership mark.
Global X awards mandate for ETF business
Global X has awarded a new custody and administration mandate for its Australian ETF business.
Further Reading
Cover Story
On the horizon
MICHAEL 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 ...
