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.
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. Mix up property with infrastructure to make it realIt's no secret Australians have a fascination with property, and not just residential property. Nobody said it was easy: Understanding MDA, SMA and IMAFor better or worse, change is a staple of the financial services industry. Confusion has persisted despite, or perhaps because of, the growth of the ... |
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.