Why there should be an allocation to private assets in clients' managed accountsBY GUY SILBERT | WEDNESDAY, 27 MAR 2024 4:38PM Separately managed accounts and managed discretionary accounts are now widely recommended by financial advisers for the benefits they provide to clients' portfolios and operationally.
 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 ...  Prepare for singularityHow do you look after investors in a world where superintelligence becomes the norm? A sustained state of denial, no moreFrom Amazon to the Royal Commission, time is running out for the industry's resident slackers, pretenders and Flat Earthers.  Are human active investors becoming obsolete?Like most sectors, funds management and investing is an industry which is undoubtedly being impacted by technology. These computers are cheaper and don't ...  Lessons from my Dad, in and out of aged careIt's been a difficult year for my 82-year-old widowed Dad. He had a strong heart, perfect blood pressure, complete mental capacity but a troublesome skeletal ...  You complete me: The case for international sector exposureOver three years the Colonial First State Global Health & Biotechnology Fund was the top performer in the international equities space, returning ... High expectationsWhen I reflect on where the financial advice industry is heading, I can't help but recall the speech given by Greg Whitwell, dean of the University of ...  A post-FOFA success storyThere is a collective working in financial services that could well be known as the post-FOFA generation, and I would be one of them. Fund managers need to pay more attentionThere's a very important cohort of investors who are, for now, relatively silent in the managed accounts debate. No need for recessionI asked a financial adviser a few weeks ago what compels him to use managed accounts, given it's not the most popular choice among his peers. |
Latest News
Perennial launches new investment fund
The new private company investment fund is open to wholesale investors.
UniSuper invests $623m in Macquarie green fund
The super fund said it has committed up to US$400 million to the Macquarie Green Energy and Climate Opportunities Fund.
Commercial real estate optimism ticks up
The overall sentiment of global corporate real estate leaders has improved to its highest level since Q2 2022, according to a survey by Knight Frank.
AMP North adviser inflows rise 22%
AMP North inflows from independent financial advisers (IFAs) increased 22% as its platforms business' assets under management (AUM) increased to $74.3 billion.
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.
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 ...
Good article, Guy. I agree that unlisted assets should be part of client portfolios. The tricky part for advisers is making the appropriate allocation and managing the illiquidity component to accommodate liquidity requirements.
Happy to discuss this further with you offline.