 HARRISON WORLEY | MONDAY, 3 SEP 2018 In the previous edition of Financial Standard, Karren Vergara explored managed accounts and how the $50 billion market impacts the lives of its ever growing client base. Managed accounts are clearly important, but they are just one-quarter of the investment ... Read more  KARREN VERGARA | MONDAY, 3 SEP 2018 The tide has turned. The skepticism that followed managed accounts in its early days has waned, says Cameron Harrison Private Wealth partner and Certified Financial Planner Anne-Marie Tassoni. Over the last two years, Tassoni explains, more financial ... Read more KARREN VERGARA | FRIDAY, 29 SEP 2017 That managed accounts are here to stay and will inevitably become basic offerings in the near term were salient themes that emerged from this year's Best Practice Forum on Managed Accounts. More than 260 delegates turned out in record numbers at ... Read more KARREN VERGARA | TUESDAY, 22 AUG 2017 Never have financial advisers worked so hard to justify their value. In the age of robo-advice and financially savvy clients demanding more from the relationship, advisers all of a sudden, are finding they have to redefine their value proposition more ... Read more PAGE: 1 |
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Further Reading
Cover Story
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.
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