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. |
Latest News
Janus Henderson to manage new tokenised treasury fund
|Janus Henderson will partner with tokenisation platform Centrifuge and its asset management arm, Anemoy, to manage Anemoy's Liquid Treasury Fund (LTF), a fully on-chain, tokenised fund.
HAFF receives first round commitments
|An initial pipeline of 185 projects have been greenlit to deliver more than 13,700 social and affordable homes.
Mercer awarded mandate for North's APS CoreSeries
AMP also announced the introduction of a more personalised experience on North.
Managers struggle to secure positive net flows in FY24
A minority of investment managers have had positive net flows over the past year, according to Rainmaker Information.
Cover Story
Harvesting wisdom
TIMOTHY SCOTT
MANAGING DIRECTOR
FORD SCOTT FINANCIAL PLANNING PTY LTD
MANAGING 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.
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 ...
