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.
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 ... |
Latest News
Lombard Odier brings plastic circularity fund down under
Lombard Odier Investment Managers (LOIM) is bringing its Plastic Circularity Fund to Australia, following a first close last year with backing from the sovereign wealth fund of Monaco, among others.
Castlerock embarks on $30m capital raise
Property fund manager Castlerock is aiming to raise $30 million to expand its portfolio focused on government-leased assets.
GQG builds private markets unit on PAC stakes
GQG Partners is launching a private markets business by acquiring Pacific Current Group's stakes in three fund managers operating in the asset class for US$71.25 million ($108.7bn).
Mayfair 101 regains control of assets, liquidators abandon claims
The terms of a $44 million legal settlement reached between Mayfair 101, James Mawhinney and the liquidators of IPO Wealth Holdings have been released to the public.
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.