BID and tailoring of MAs with scale and efficiencyBY SHANNON BERNASCONI | MONDAY, 19 OCT 2020 2:02PM There are many reasons for an increased interest and take up in managed accounts - but perhaps one of the most compelling is, when properly constructed, they provide efficiency ... Upgrade your subscription to access this article
Join the growing community of managed accounts professionals
with unlimited access to our latest news, research and analysis of the industry.
Become a premium subscriber today. |
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.
Expert Feed
Not all managed accounts are created equal - here's why it matters
There are several considerations for advisers seeking the managed accounts which will best fit their practice.
The future of AI in the financial advice sector
Larry Fink, co-founder of the $9 trillion investment company BlackRock, said recently that artificial intelligence (AI) will have a profound effect on ...
What's the plan, Stan?
One of the most interesting things about my job is that I can ask a question and then set about answering that question so that others can benefit from ...
Why managed accounts are the best antidote to market volatility
Australia's $145 billion - and counting - managed accounts industry has transformed the ease and efficiency with which advisers can run a business and ...
