 ANNIKA BRADLEY | MONDAY, 18 DEC 2023 Managed accounts or portfolios continue to grow in popularity among advisors. The technology offered by leading platforms enables transparency and, more importantly, portfolio personalisation at a scale not previously thought possible. Increasingly ... Read more  CHRIS MATHER | MONDAY, 16 NOV 2020 ... cent down, their portfolio was rebalanced across the client base quickly by the investment manager of their SMA. Annika Bradley, investment governance consultant at Tynans Advice, said that the SMA provided a more equitable outcome for clients compared ... Read more PAGE: 1 |
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An innovative financial product, known as perpetual futures contract (perps), are currently under the scope of the market regulator, spreading concerns that the "speculative" product may be unlawfully distributed towards retail investors.
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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.
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What's the plan, Stan?
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Australia's $145 billion - and counting - managed accounts industry has transformed the ease and efficiency with which advisers can run a business and ...
