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About the Author

Karren Vergara
Senior Journalist, Financial Standard

Articles Published

Booming with confidence
The tide has turned. The skepticism that followed managed accounts in its early days has waned, says Cameron Harrison Private Wealth partner and Certified Financial Planner Anne-Marie Tassoni. Over the ...  ...
2017 Financial Standard Best Practice Forum on Managed Accounts
That managed accounts are here to stay and will inevitably become basic offerings in the near term were salient themes that emerged from this year's Best Practice Forum on Managed Accounts. More ...
Managed accounts: pushing the button
Never have financial advisers worked so hard to justify their value. In the age of robo-advice and financially savvy clients demanding more from the relationship, advisers all of a sudden, are finding ...  ...

Latest News

Franklin Templeton shutters fund

KANIKA SOOD  |   12:49PM
Franklin Templeton Investments is winding up its retail Australian Equity Fund, as asset growth lags.

Fidante readies new boutique

KANIKA SOOD  |   12:45PM
Challenger's multi-boutique business has signed a new emerging markets manager, Financial Standard understands.

Coolabah lists fund on Chi-X

KANIKA SOOD  |   12:44PM
Coolabah Capital Investments has a fixed income fund on the Chi-X as a quoted managed fund.

ME Bank acquisition receives green light

KARREN VERGARA  |   12:21PM
The federal government has approved the Bank of Queensland's acquisition of ME Bank, which was formerly owned by industry superannuation funds.

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KAREN MCLEOD
PRACTICE PRINCIPAL
ETHICAL INVESTMENT ADVISERS PTY LTD
Ethical Investment Advisers principal adviser Karen McLeod shares how the bespoke models her firm built from scratch are helping her clients make a difference. Jamie Williamson writes.
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