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 ...
 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.  Smart beta taking it to the active doorstepAn interesting email crossed my desk the other day. It was from VanEck, one of the up-and-coming manufacturers of exchange-traded funds in the Australian ... "I know he's a good general, but is he lucky?"Napoleon Bonaparte might well have been discussing investment managers. It's an old truism that funds management performance is a mix of luck and skill ... Understanding fees key to good portfolio managementWith enhanced disclosures required under RG 97 the level of fees being charged to investors in managed investment vehicles becomes more important than ... From red tape to regtechSomething interesting is bubbling along in the world of regulation. Two weeks ago, ASIC announced it will host a 'hackathon' later this year to find tech ... Hitting the markTen years from now, every financial adviser in the country will be offering their client a managed account solution. It may happen sooner or later but ... Like rocket fuel to a SpaceshipWhen a superannuation fund calls itself a Spaceship and nobody bats an eyelid, you know you're entering a new era in retirement investing. Cultural alignment is keyNational advice firm Fitzpatricks Private Wealth offers a great case study on what happens when an adviser network is built based on cultural alignment. When the disruptors are getting disrupted2017 is going to be another year for the disruptors, including managed accounts providers - but their challengers, too, are not too far behind. Top Five Opportunities for Managed Accounts 2017Opportunities for managed account advisers and service providers? There will be plenty. But the road is long and winding - some quick wins along the way ... |
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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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