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. |
Latest News
APRA plans to remove 'unnecessary obstacles' for longevity products
APRA has proposed changes to its prudential framework for annuities, committing to removing unnecessary obstacles to the development of more "innovative" and "competitively priced" longevity products.
Nuveen reaches $650m in commitments for local RE debt strategy
The $1.3 trillion asset manager has received $300 million from the Canadian Pension Plan Investment Board (CPP Investments) for its Australian real estate debt strategy.
Aussies feeling FOMO on private markets: Survey
Investors are afraid of missing out on opportunities in private markets, but many are hesitant about the asset class for one reason.
Fidelity International launches first global equity SMA
Fidelity International has unveiled its first global equity separately managed account (SMA) in Australia, with support from private wealth partner Emanuel Whybourne & Loehr.
Further Reading
Cover Story
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.
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 ...
