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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Cover Story
Harvesting wisdom
TIMOTHY SCOTT
MANAGING DIRECTOR
FORD SCOTT FINANCIAL PLANNING PTY LTD
MANAGING DIRECTOR
FORD SCOTT FINANCIAL PLANNING PTY LTD
With a farming background, Ford Scott Financial Planning director Tim Scott has artfully woven traditional country values into his advice approach and incorporated managed accounts into his offering, reflecting the importance he places on direct ownership. Cassandra Baldini writes.
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