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 ...
 Can't compare apples with applesThe 26th President of the United States Theodore Roosevelt once exclaimed, "Comparison is the thief of joy". Now Teddy was right about a lot of things ...  Functionality driven by technology sets managed portfolio solutions apartPrevailing market conditions have shone the light on what other capabilities managed portfolio solutions on platforms have to assist advisers in servicing ...  COVID-19 puts best interests to the testThis year, a dominant theme in adviser-client conversations has been to stay the course: many advisers have been counselling clients to explain that their ...  BID and tailoring of MAs with scale and efficiencyThere are many reasons for an increased interest and take up in managed accounts - but perhaps one of the most compelling is, when properly constructed ...  Playing chicken: The myth of conflicted remuneration loopholesConflicted remuneration is currently under the microscope and ASIC is taking action against those who try to use loopholes to avoid the prohibition. In ...  A managed account for all market conditionsThe business efficiency and client engagement advantages of managed accounts have long been espoused; however, recent months have highlighted another ...  Busting the myths of managed accounts & client sizeRecent research has shown there is a commonly held view that managed accounts are more suited to High Net Worth clients. However, with more advisers starting ... Managed Accounts and Standard 3 - A tale of two conflictsI've always enjoyed irony, so the irony wasn't lost on me when I first read Standard 3 of the FASEA Code of Ethics (Standard 3). It's ironic because Standard ...  Managed accounts in a post COVID-19 worldThere's no mistaking 2020 has been unprecedented. Investors across the globe, at all levels of expertise, are feeling the shockwaves roll through their ... |
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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.
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