How managed accounts are becoming the engine for advice firm growthBY ANDREW YAP | MONDAY, 29 SEP 2025 2:39PM While the time savings that free advisers from the grind of administration, rebalancing, and reporting are important, this focus sells the true potential of managed accounts short.
 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 ...  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 ... |
Latest News
Perpetual hit with double whammy redemption, impairment
Perpetual's earnings will be slugged with a massive impairment thanks to an unnamed client redeeming nearly $6.5 billion (US$4.6bn) from a strategy run by Thompson, Siegel & Walmsley LLC (TSW).
GQG hit by $21bn outflows, FUM falls
GQG Partners has recorded US$15.1 billion ($21.2 billion) in net outflows in the first half of 2026, sending funds under management (FUM) down 9.5% despite resilient investment performance across several of its strategies.
Qualitas seizes on private credit shift to Europe
Qualitas is firmly positioning itself in the UK with a major acquisition as it bets on institutional investors' shifting appetite for private credit opportunities away from the US to Europe and APAC.
Zurich completes ClearView takeover
Zurich Financial Services Australia has completed its acquisition of ClearView Wealth, with the insurer now the registered holder of all ClearView shares.
Further Reading
Cover Story
On the horizon
MICHAEL 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 ...
