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. |
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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.
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