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 ...
 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 ...  Running a managed account marathonElston Asset Management has been running managed accounts for quite a few years now. So, apart from blisters and scuffed knees, what have we picked up ...  Where to next for Managed Accounts?Managed accounts continued their meteoric rise over the last year as more advisers, who had been considering adopting managed accounts, took the plunge. |
Latest News
APRA plans to remove 'unnecessary obstacles' for longevity products
APRA has proposed changes to its prudential framework for annuities, committing to removing unnecessary obstacles to the development of more "innovative" and "competitively priced" longevity products.
Nuveen reaches $650m in commitments for local RE debt strategy
The $1.3 trillion asset manager has received $300 million from the Canadian Pension Plan Investment Board (CPP Investments) for its Australian real estate debt strategy.
Aussies feeling FOMO on private markets: Survey
Investors are afraid of missing out on opportunities in private markets, but many are hesitant about the asset class for one reason.
Fidelity International launches first global equity SMA
Fidelity International has unveiled its first global equity separately managed account (SMA) in Australia, with support from private wealth partner Emanuel Whybourne & Loehr.
Further Reading
Cover Story
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 ...
