Not all managed accounts are created equal - here's why it mattersBY DANIEL CHOO | THURSDAY, 27 JUL 2023 4:07PMThere are several considerations for advisers seeking the managed accounts which will best fit their practice.
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. Platform fees: The new frontierThe way platforms charge clients has been undergoing steady, if not disruptive, change as the large providers have established scale positions and the ... Sponsored: Technology for the modern planning practiceThe financial planning industry is continually transforming. Against a backdrop of legislative and economic challenges, practices are also faced with ... |
Latest News
Lombard Odier brings plastic circularity fund down under
|Lombard Odier Investment Managers (LOIM) is bringing its Plastic Circularity Fund to Australia, following a first close last year with backing from the sovereign wealth fund of Monaco, among others.
Castlerock embarks on $30m capital raise
|Property fund manager Castlerock is aiming to raise $30 million to expand its portfolio focused on government-leased assets.
GQG builds private markets unit on PAC stakes
GQG Partners is launching a private markets business by acquiring Pacific Current Group's stakes in three fund managers operating in the asset class for US$71.25 million ($108.7bn).
Mayfair 101 regains control of assets, liquidators abandon claims
The terms of a $44 million legal settlement reached between Mayfair 101, James Mawhinney and the liquidators of IPO Wealth Holdings have been released to the public.
Cover Story
Harvesting wisdom
TIMOTHY SCOTT
DIRECTOR
FORD SCOTT FINANCIAL PLANNING PTY LTD
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.