Why there should be an allocation to private assets in clients' managed accountsBY GUY SILBERT | WEDNESDAY, 27 MAR 2024 4:38PMSeparately managed accounts and managed discretionary accounts are now widely recommended by financial advisers for the benefits they provide to clients' portfolios and operationally.
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 ... 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. |
Latest News
How to win in today's wealth management industry: EY
To outperform in the wealth management industry, leaders must conquer several "underlying challenges" by 2030, according to an Ernst & Young (EY) report.
Dividends up but share buybacks fall: Janus Henderson
Despite global dividends climbing in 2023, companies spent much less buying back their own shares.
Fund managers nervously await 'golden visa' reforms
Fund managers that rely on "golden visas" to attract rich investors are waiting with bated breath as the government overhauls Australia's "broken" migration system.
Franklin Templeton's Brandywine Global launches new fund
Franklin Templeton investment manager Brandywine Global has expanded its product suite with the launch of a Global Opportunistic Equity Fund for Australian investors.
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.
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.