The value of objectives-based managed accountsBY CON KOROMILAS | MONDAY, 21 FEB 2022 3:01PM In the past a simple blend of stocks and bonds may have delivered decent returns, but not without significant volatility. Looking forward, historically low bond yields and challenging equity markets mean ...
 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 ...  Opening the door for tailored ESG solutionsManaged accounts are an increasingly popular vehicle with financial advisers as a way to structure their clients' investment portfolios, offering ... Real-time adaptability: the secret sauce of managed accountsManaged accounts have proven to be one of the most impactful innovations to hit the wealth industry in recent times. Advisers appreciate managed accounts' ...  The new defaultFinancial advice in Australia exists within a constantly moving landscape. Without doubt, advice firms have been forced to evolve the 'traditional' ...  IMAs and the rise of the personalised portfolioWhen you look back at the history of financial advice, investment management has an interesting story to tell and it's a story that has still got ...  Pivot back to quality, strategic adviceThe ability for financial advisers to deliver timely and effective advice to their clients continues to be hamstrung by the expanding compliance burdens ... |
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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
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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.
The future of managed accounts
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 ...
