 MICHELLE BALTAZAR | MONDAY, 3 APR 2017 ... adviser who would like to be profiled in our new interview series called " Ask the Expert ", please contact me on mailto:michelle[email protected]. We'd love to hear from you. Read more MICHELLE BALTAZAR | MONDAY, 13 MAR 2017 When a superannuation fund calls itself a Spaceship and nobody bats an eyelid, you know you're entering a new era in retirement investing. Spaceship's debut opens a window into an emerging school of thought in superannuation. Contrary to research, the ... Read more MICHELLE BALTAZAR | TUESDAY, 28 FEB 2017 National advice firm Fitzpatricks Private Wealth offers a great case study on what happens when an adviser network is built based on cultural alignment. Fitzpatricks is having a cracking time fielding enquiries from practices keen to join the group. ... Read more MICHELLE BALTAZAR | MONDAY, 9 JAN 2017 2017 is going to be another year for the disruptors, including managed accounts providers - but their challengers, too, are not too far behind. For the past decade, a group of financial services providers have been steadily chipping away to disrupt ... Read more MICHELLE BALTAZAR | MONDAY, 12 DEC 2016 Opportunities for managed account advisers and service providers? There will be plenty. But the road is long and winding - some quick wins along the way but many will involve heavy investments upfront. The results are worth the wait. Here are my top ... Read more MICHELLE BALTAZAR | TUESDAY, 8 NOV 2016 The US Election is throwing up a few scenarios that would have been unthinkable only a year ago. US equities fell early this month at the increased likelihood of a Trump win while in the UK, the pound also fell when its own unthinkable - the Brexit ... Read more MICHELLE BALTAZAR | MONDAY, 10 OCT 2016 It's not quite a giant leap in regulatory reform but it comes close. The end of the limited MDA no-action letter (see article) ushers in a new era and a new level of professionalism in the industry. There is a transition period for those affected and ... Read more MICHELLE BALTAZAR | MONDAY, 12 SEP 2016 Many investors believe in the Cinderella story. They want a magic wand waved around their savings so they can enjoy a rags-to-riches lifestyle. But sharemarkets aren't so easily charmed by doe-eyed reindeers and singing kettlepots. If the history of ... Read more MICHELLE BALTAZAR | MONDAY, 7 MAR 2016 The basic tenets of managed accounts haven't really changed much in recent years, but its appeal to financial advisers has. I remember writing my first feature article on managed accounts back in 2005. The industry experts at the time swore that that ... Read more MICHELLE BALTAZAR | MONDAY, 25 AUG 2014 In a book published 10 years ago titled Blue Ocean Strategy, co-authors W. Chan Kim and Renée Mauborgne said that an effective way for a company to succeed is not to fight competitors head-on but to find uncontested space in the market. Their landmark ... Read more |
Latest News
Russell Investments introduces new ESG-focused ETF
|Russell Investments has launched its first multi-strategy exchange-traded fund (ETF) in Australia, offering investors access to an actively managed portfolio of international shares with a focus on environmental, social and governance (ESG) considerations.
Betashares plans to launch first 'moderately geared' ETFs
|Betashares is readying to launch Australia's first moderately geared ETFs on the ASX, as part of its new 'Wealth Builder' product suite.
Two new ETFs for Franklin Templeton
Franklin Templeton has launched actively managed global equity and fixed income exchange-traded funds (ETFs) on the ASX today.
WTW to launch dedicated private equity fund
Willis Towers Watson (WTW) is planning to launch a new fund that will invest in private equity opportunities including co-investments.
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.
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 ...
