Philip Parker Chief Investment Officer, Altair Asset Management Pty Limited (at time of writing)
PHILIP PARKER | TUESDAY, 19 AUG 2014 A managed account can minimise the "value leakage" for the client and allow financial advisers to assume a greater role in portfolio management in the long term. Read more PHILIP PARKER | TUESDAY, 19 AUG 2014 Are you a history buff? Here is a rundown of how managed accounts evolved in the US and the UK - and how the sector is developing locally. Read more PAGE: 1 |
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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.
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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 ...
