Busting the myths of managed accounts & client sizeBY MARTIN MORRIS | FRIDAY, 17 JUL 2020 12:03PMRecent research has shown there is a commonly held view that managed accounts are more suited to High Net Worth clients. However, with more advisers starting to embrace managed ... 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
Platinum announces strategic review
Platinum said following the review Platinum Capital and Platinum Asia Investments may be wound up.
Link shareholders approve takeover
Shareholders have approved the $1.2 billion takeover offer from Mitsubishi UFJ Trust & Banking Corporation.
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.
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.