A process for the better Evalesco directors Marshall Brentnall, Jeff Thurecht and Jules Knox analyse the process of creating model portfolios and how that in turn has led to better outcomes for their clients. Annabelle Dickson 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 bespoke approachWhile separately managed accounts have stolen much of the limelight in recent years, senior private wealth adviser Fanoula Stathatos is giving her clients ...  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
Pendal shutters Global Select Fund
|Only five years after it debuted, Pendal has terminated its Global Select Fund, an actively managed international equity strategy.
New Forests expands US forestry footprint
|New Forests has expanded its presence in North America after acquiring 44,200 acres of forestry assets in Washington State, marking a significant addition to the firm's growing US portfolio.
IFM builds Atlas Arteria stake to majority
|IFM Investors has been slowly creeping control over Atlas Arteria through on-market stock purchases, finally crossing the 50% ownership mark.
Global X awards mandate for ETF business
Global X has awarded a new custody and administration mandate for its Australian ETF business.
Further Reading
Cover Story
On the horizon
MICHAEL 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 ...
