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 ...
 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 ...  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. |
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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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