Showing 1 to 10 of 21 articles for Michelle Baltazar: 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 |
Latest News
Platinum announces strategic review
Platinum said following the review Platinum Capital and Platinum Asia Investments may be wound up.
Link shareholders approve takeover
Shareholders have approved the $1.2 billion takeover offer from Mitsubishi UFJ Trust & Banking Corporation.
How to win in today's wealth management industry: EY
To outperform in the wealth management industry, leaders must conquer several "underlying challenges" by 2030, according to an Ernst & Young (EY) report.
Dividends up but share buybacks fall: Janus Henderson
Despite global dividends climbing in 2023, companies spent much less buying back their own shares.
Cover Story
Harvesting wisdom
TIMOTHY SCOTT
DIRECTOR
FORD SCOTT FINANCIAL PLANNING PTY LTD
DIRECTOR
FORD SCOTT FINANCIAL PLANNING PTY LTD
With a farming background, Ford Scott Financial Planning director Tim Scott has artfully woven traditional country values into his advice approach and incorporated managed accounts into his offering, reflecting the importance he places on direct ownership. Cassandra Baldini writes.