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 ...
 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 ...  Rewriting the ETF business modelSometimes a story flickers on your screen for an instant. You might pay attention. You might not.  Lessons from DoverThere is nothing more brutal than receiving bad news on the eve of a long weekend. Worse, they were sent by email.  Managed accounts: Who really benefits?Managed accounts come with high expectations. They promise to transform the way investment portfolios are managed, with a myriad of benefits cascading ...  The RC, financial advice licensees and trusteesThe banking and financial services Royal Commission is now in full swing electrifying audiences on a daily if not hourly basis. The irony is that it's ...  Sponsored: The new wave client demands more from advisersSince the Global Financial Crisis we have seen many iterations of financial advice. During the GFC many clients left advisers and went out on their own ... When high conviction is the only optionIn property, it's all about location. In managed accounts, it's all about conviction. High conviction, to be more precise. A battle to understand the messageFar from the public spotlight most skirmishes in the Australian funds management industry go unremarked. One such skirmish is occurring right now. |
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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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