 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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ASX outlines opportunities in listed markets amid IPO slump
In response to a discussion paper published by the Australian Securities and Investments Commission (ASIC) in February, the Australian Securities Exchange (ASX) has outlined several opportunities to spike "global competitiveness" of Australia's listed markets.
Vista Equity Partners, S64 to bring strategy to APAC
The new fund, VistaOne, will provide APAC investors with access to a balanced portfolio of 'mission-critical' software solutions via Vista's private equity platform.
BlackRock takes stake in Generation Life parent company
BlackRock will acquire a minority stake in Generation Development Group (ASX: GDG), forming a strategic partnership with its retirement income subsidiary Generation Life to "set a new standard for managing longevity and sequencing risk."
The top-performing (and worst) asset classes of the past year
Mercer's annual periodic table, which charts 17 major asset classes investment returns on an annual basis over the last decade, reveals that there's few reliable themes, except that greater risk tends to be rewarded by greater return.
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On the horizon
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.
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.
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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 ...
