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 ...
 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. One step closerIt's not quite a giant leap in regulatory reform but it comes close. The end of the limited MDA no-action letter (see article) ushers in a new era and ... Sting in the fairy taleMany investors believe in the Cinderella story. They want a magic wand waved around their savings so they can enjoy a rags-to-riches lifestyle. What's in a name?The basic tenets of managed accounts haven't really changed much in recent years, but its appeal to financial advisers has.  My Wharton ExperienceAs part of the Inaugural Securitor Chief Executives Forum, I participated in a tailor-made leadership program, alongside 13 other financial planners ...  Why Are Managed Accounts Back In The Spotlight?Managed Accounts are not new, they have existed in the US for many decades and have been spoken about and offered in various guises in Australia for the ...  Analyse me: What financial advisers say about managed accountsFour in five financial advisers believe that managed accounts will either retain or increase their current popularity over the next three years. Alex ... Find your Blue OceanIn a book published 10 years ago titled Blue Ocean Strategy, co-authors W. Chan Kim and Renée Mauborgne said that an effective way for a company ... |
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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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