A bespoke approach While separately managed accounts have stolen much of the limelight in recent years, senior private wealth adviser Fanoula Stathatos is giving her clients exactly what they want via individually managed accounts. Cassandra Baldini writes.
 On the horizonTim Townsend is a people person at heart, and using managed accounts he has more time to do what he loves most - engaging with clients. But that doesn't ...  Harvesting wisdomWith a farming background, Ford Scott Financial Planning director Tim Scott has artfully woven traditional country values into his advice approach and ...  A process for the betterEvalesco directors Marshall Brentnall, Jeff Thurecht and Jules Knox analyse the process of creating model portfolios and how that in turn has led to better ...  Cut throughEthical Investment Advisers principal adviser Karen McLeod shares how the bespoke models her firm built from scratch are helping her clients make a difference. PAGE: 1 |
Latest News
Most investment managers see outflows - but who captured the most?
|Over the past year, most investment managers recorded net outflows, however, a few defied that trend in a big way, netting over $1 billion, according to Rainmaker Information.
DeepSeek, Alibaba: Silver linings for emerging markets strategy
|DeepSeek and Alibaba's rise from the ashes have bolstered the case for investing in Chinese companies, according to an emerging markets expert seeking the best opportunities in the face of geopolitical tensions and heightened risks.
DASH partners with S64
|DASH and S64 have announced a strategic partnership to enhance access to private market investments for financial advisers and their clients.
Australian Unity offloads property fund
|Australian Unity has agreed to sell the Australian Unity Property Income Fund, saying it will focus the funds management business in different areas.
Further Reading
Cover Story
On the horizon
TIM TOWNSEND
PARTNER & PRIVATE WEALTH ADVISER
TOWNSEND COBAIN PTY LTD
PARTNER & PRIVATE WEALTH ADVISER
TOWNSEND COBAIN PTY LTD
Tim Townsend is a people person at heart, and using managed accounts he has more time to do what he loves most - engaging with clients. But that doesn't mean just any solution will do. Eliza Bavin 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 ...
