 Karren Vergara Senior Journalist, Financial Standard
KARREN VERGARA | MONDAY, 3 SEP 2018 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. Read more KARREN VERGARA | FRIDAY, 29 SEP 2017 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. Read more KARREN VERGARA | TUESDAY, 22 AUG 2017 Never have financial advisers worked so hard to justify their value. Read more PAGE: 1 |
Latest News
Superhero plans 'mass affluent' wealth play
Superhero has welcomed its first chief investment officer, as it targets Australians seeking sophisticated solutions without the need for advice.
Soul Patts merges to create new $14bn company
Washington H. Soul Pattinson (Soul Patts) and diversified industrial group Brickworks have signed a binding merger agreement to create a new $14 billion ASX-listed company, TopCo.
Apostle launches CastleKnight Management in Australia
Apostle Funds Management is bringing CastleKnight Management, a US$2.2 billion hedge fund manager, to Australia for the first time.
Allan Gray exposes 'hateful eight' bubble threat
Allan Gray chief investment officer Simon Mawhinney has sounded the alarm that the Australian stock market is dangerously concentrated, with the 'Hateful Eight' companies - the big four banks, Macquarie, Wesfarmers, Goodman Group, and Aristocrat - racking up 85% of last year's returns despite representing ...
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 ...
