Managed accounts continued their meteoric rise over the last year as more advisers, who had been considering adopting managed accounts, took the plunge. | | The 26th President of the United States Theodore Roosevelt once exclaimed, "Comparison is the thief of joy". Now Teddy was right about a lot of things ... | | Welcome to 2021. Despite the best hopes of many, the dawn of a new year has not brought immediate relief from the constant deluge of monumental global ... | | Prevailing market conditions have shone the light on what other capabilities managed portfolio solutions on platforms have to assist advisers in servicing ... |
This year, a dominant theme in adviser-client conversations has been to stay the course: many advisers have been counselling clients to explain that their ... | | 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 ... | | Conflicted remuneration is currently under the microscope and ASIC is taking action against those who try to use loopholes to avoid the prohibition. In ... | | The business efficiency and client engagement advantages of managed accounts have long been espoused; however, recent months have highlighted another ... |
Recent 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 ... | | I've always enjoyed irony, so the irony wasn't lost on me when I first read Standard 3 of the FASEA Code of Ethics (Standard 3). It's ironic because Standard ... |
