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 ...
 Control what you can controlControl is an important ingredient in the mix of achieving desirable investment outcomes. So, if we feel like control has been reefed away from us, our ...  Market turbulence unlikely to impact fund registrationsThe number of financial products - including managed accounts, traditional managed funds and superannuation funds - is resilient regardless of market ...  Time to turn your week upside downAs the financial advice industry adjusts to the new operating environment, it is no surprise that the way advisers are spending their time has also shifted.  An auditor's view on conflicted adviceAccording to Lonsec, advisers need to be aware that there is the potential for managed accounts to present conflicts of interest. In light of that, Ben ...  The day Australia's regional future changedMark 2 August 2019 in your personal memoirs as the day Australia's economic trajectory changed forever. Federal Court advice game changerA financial advice revolution is about to land on our doorstep and it has nothing to do with FASEA or the Royal Commission.  How to drive better client engagement and delivery of financial adviceManaged accounts have existed in various forms for decades but it is only in recent years that new technologies have given birth to the modern managed ...  Managed accounts predictions for 2019There's a lot at stake as the managed accounts industry moves into a year of consolidation and reforms post-Royal Commission. Here are five new developments ... Managed accounts bucket list for 2019There are five areas of improvement that financial advisers who offer managed accounts should be watching closely in 2019.  Domestic SMAsA Separately Managed Account (SMA) is defined as a portfolio of assets managed to a model portfolio that is controlled by a professional portfolio manager. |
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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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