How managed accounts are becoming the engine for advice firm growthBY ANDREW YAP | MONDAY, 29 SEP 2025 2:39PMWhile 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
Perpetual hit with double whammy redemption, impairment
Perpetual's earnings will be slugged with a massive impairment thanks to an unnamed client redeeming nearly $6.5 billion (US$4.6bn) from a strategy run by Thompson, Siegel & Walmsley LLC (TSW).
GQG hit by $21bn outflows, FUM falls
GQG Partners has recorded US$15.1 billion ($21.2 billion) in net outflows in the first half of 2026, sending funds under management (FUM) down 9.5% despite resilient investment performance across several of its strategies.
Qualitas seizes on private credit shift to Europe
Qualitas is firmly positioning itself in the UK with a major acquisition as it bets on institutional investors' shifting appetite for private credit opportunities away from the US to Europe and APAC.
Zurich completes ClearView takeover
Zurich Financial Services Australia has completed its acquisition of ClearView Wealth, with the insurer now the registered holder of all ClearView shares.
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.

















