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.
 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 ...  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. |
Latest News
Pendal shutters Global Select Fund
|Only five years after it debuted, Pendal has terminated its Global Select Fund, an actively managed international equity strategy.
New Forests expands US forestry footprint
|New Forests has expanded its presence in North America after acquiring 44,200 acres of forestry assets in Washington State, marking a significant addition to the firm's growing US portfolio.
IFM builds Atlas Arteria stake to majority
|IFM Investors has been slowly creeping control over Atlas Arteria through on-market stock purchases, finally crossing the 50% ownership mark.
Global X awards mandate for ETF business
Global X has awarded a new custody and administration mandate for its Australian ETF business.
Further Reading
Cover Story
On the horizon
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.
Expert Feed
Not all managed accounts are created equal - here's why it matters
There are several considerations for advisers seeking the managed accounts which will best fit their practice.
The future of AI in the financial advice sector
Larry Fink, co-founder of the $9 trillion investment company BlackRock, said recently that artificial intelligence (AI) will have a profound effect on ...
What's the plan, Stan?
One of the most interesting things about my job is that I can ask a question and then set about answering that question so that others can benefit from ...
Why managed accounts are the best antidote to market volatility
Australia's $145 billion - and counting - managed accounts industry has transformed the ease and efficiency with which advisers can run a business and ...
