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.
"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 ... Climate change in the managed accounts biosphereThe ABC and the Greens have made an art form of telling us that man-made environmental change is going to force fundamental change on the natural environment. A basket of explorablesThe US Election is throwing up a few scenarios that would have been unthinkable only a year ago. |
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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.