Not all managed accounts are created equal - here's why it mattersBY DANIEL CHOO | THURSDAY, 27 JUL 2023 4:07PMThere are several considerations for advisers seeking the managed accounts which will best fit their practice.
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 ... The future of AI in the financial advice sectorLarry Fink, co-founder of the $9 trillion investment company BlackRock, said recently that artificial intelligence (AI) will have a profound effect on ... Why managed accounts are the best antidote to market volatilityAustralia's $145 billion - and counting - managed accounts industry has transformed the ease and efficiency with which advisers can run a business and ... Strategic asset allocation: what matters in the long runTheĀ build-out of renewable energy infrastructure, persistent higher inflation and geo-political risk will characterise investment markets in coming years Ride the ESG wave to stronger client relationshipsWhen it comes to building wealth, the end has historically justified the means. However, after years of climate-linked disasters, Australian investors ... The value of objectives-based managed accountsIn the past a simple blend of stocks and bonds may have delivered decent returns, but not without significant volatility. Looking forward, historically ... Changing course amid the perfect stormThe 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. The future of managed accountsOne 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 obligationsThe 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 ... Active performance and the style effectUnderstanding active performance, particularly in equities, is darn hard. At its most simple you have a product, which makes a return, and you compare ... |
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Cover Story
Harvesting wisdom
TIMOTHY SCOTT
DIRECTOR
FORD SCOTT FINANCIAL PLANNING PTY LTD
DIRECTOR
FORD SCOTT FINANCIAL PLANNING PTY LTD
With a farming background, Ford Scott Financial Planning director Tim Scott has artfully woven traditional country values into his advice approach and incorporated managed accounts into his offering, reflecting the importance he places on direct ownership. Cassandra Baldini writes.