 MICHELLE BALTAZAR | WEDNESDAY, 16 JAN 2019 There's a lot at stake as the managed accounts industry moves into a year of consolidation and reforms post-Royal Commission. Here are five new developments that could reshape the industry in 2019. The MA universe will expand With shorter product ... Read more MICHELLE BALTAZAR | TUESDAY, 18 DEC 2018 There are five areas of improvement that financial advisers who offer managed accounts should be watching closely in 2019. Most, if not all, managed accounts providers are probably eager to see the end of 2018. While they have been chugging along okay ... Read more MICHELLE BALTAZAR | WEDNESDAY, 13 JUN 2018 There is nothing more brutal than receiving bad news on the eve of a long weekend. Worse, they were sent by email. The sudden shutdown of Dover Financial Group was still - by industry standards - a dramatic arc unseen in recent financial services history. ... Read more MICHELLE BALTAZAR | TUESDAY, 10 APR 2018 In property, it's all about location. In managed accounts, it's all about conviction. High conviction, to be more precise. Our top story on Financial Standard yesterday was about a start-up super fund called Spaceship that found itself at the ... Read more MICHELLE BALTAZAR | TUESDAY, 16 JAN 2018 How do you look after investors in a world where superintelligence becomes the norm? Machine learning and managed accounts. With most discussions still revolving around the barriers to offering global equities managed accounts; latency issues when using ... Read more MICHELLE BALTAZAR | MONDAY, 11 DEC 2017 From Amazon to the Royal Commission, time is running out for the industry's resident slackers, pretenders and Flat Earthers. You know it's true. For every financial planning business out there that is striving to innovate, a dozen others are happy to ... Read more MICHELLE BALTAZAR | MONDAY, 18 SEP 2017 When I reflect on where the financial advice industry is heading, I can't help but recall the speech given by Greg Whitwell, dean of the University of Sydney Business School, at the annual Alumni Dinner in August. In it he spoke of the high expectations ... Read more MICHELLE BALTAZAR | MONDAY, 14 AUG 2017 There's a very important cohort of investors who are, for now, relatively silent in the managed accounts debate. This is a big shame given they've got the most to learn - and gain - from the managed accounts insights released by Rainmaker research last ... Read more MICHELLE BALTAZAR | MONDAY, 17 JUL 2017 I asked a financial adviser a few weeks ago what compels him to use managed accounts, given it's not the most popular choice among his peers. He said it took a recession a couple of decades ago for him to realise that the system he had in place wouldn't ... Read more MICHELLE BALTAZAR | TUESDAY, 20 JUN 2017 Something interesting is bubbling along in the world of regulation. Two weeks ago, ASIC announced it will host a 'hackathon' later this year to find tech solutions for the financial services industry's regulatory problem. It has launched an innovation ... Read more |
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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.
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