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 ... |
Control is an important ingredient in the mix of achieving desirable investment outcomes. So, if we feel like control has been reefed away from us, our ... | | The number of financial products - including managed accounts, traditional managed funds and superannuation funds - is resilient regardless of market ... |