Tailored or off-the-shelf: What's right for your practice?BY ROBERT TALEVSKI | FRIDAY, 30 AUG 2024 3:28PM In the ever-evolving landscape of wealth management, financial advisers and investment professionals are faced with a multitude of choices when it comes to managed accounts. The decision between tailored ...
 Why there should be an allocation to private assets in clients' managed accountsSeparately managed accounts and managed discretionary accounts are now widely recommended by financial advisers for the benefits they provide to clients' ...  Not all managed accounts are created equal - here's why it mattersThere 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 runThe 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. |
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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 ...
