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Sean Graham
Director, Assured Support
Expert Feeds Published
Nobody said it was easy: Understanding MDA, SMA and IMA
For better or worse, change is a staple of the financial services industry. Confusion has persisted despite, or perhaps because of, the growth of the managed accounts sector. Over the past few years we've ...
Articles Published
Ten managed account questions answered
Peter Turbach from MDA Guru, shares his domain expertise and addresses 10 key questions. 1. Do you feel there is still a little uncertainty out there around advisers' requirements when providing ...
Managed accounts: The bitcoin of 2018?
"There is a tide in the affairs of men, which, taken at the flood, leads on to fortune" - William Shakespeare, Julius Caesar Act 4, Scene 3. At the moment, the single most popular topic of adviser conversations ... "There ...
Latest News
Newgate fund starts new life
KANIKA SOOD
Equity Trustees has handed over the management of Newgate Real Estate and Infrastructure Fund to a new manager, as Newgate Capital announces its intention to retire from the fund.
Magellan to use BasisCode for trading compliance
KANIKA SOOD
Magellan Financial Group will use Atlanta-based BasisCode Compliance LLC as the provider of its personal trading system.
Plato fund to shutter
KANIKA SOOD
An Australian shares fund run by Plato Investment Management will shutter later this month after running for nearly 14 years as its assets dwindle.
Impact investing set to skyrocket: Research
ALLY SELBY
Australia's appetite for impact investing is set to skyrocket over the coming years, with new research predicting the market will reach $100 billion by 2025.
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