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Showing 1 to 10 of 21 articles for Michelle Baltazar:
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
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
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
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
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
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
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
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
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
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
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