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.
 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.  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 ... |
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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.
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