 ASSURED SUPPORT | TUESDAY, 21 SEP 2021 This paper reproduces a Q&A session conducted by Assured Support between its managing director, Sean Graham, and Peter Turbach, partner at MDA Guru. It captures these two leading industry practitioners' respective views on the present state of managed ... Read more  SEAN GRAHAM | TUESDAY, 30 JUL 2019 Peter Turbach from MDA Guru, shares his domain expertise and addresses 10 key questions. 1. Do you feel there is still a little uncertainty out there around advisers' requirements when providing MDAs to their clients? Yes, because there are a number ... Read more SEAN GRAHAM | TUESDAY, 12 JUN 2018 ... the bizarre mix of enthusiasm and trepidation that most advisers demonstrate when they introduce the topic. Below, Sean Graham of Assured Support and Evelyne Albrecht from MDA Guru provide their perspective. 1. Managed accounts are the 'bitcoin' of 2018. ... Read more SEAN GRAHAM | MONDAY, 12 FEB 2018 For better or worse, change is a staple of the financial services industry. Confusion has persisted despite, or perhaps because of, the growth of the managed accounts sector. Over the past few years we've seen a steady, and perhaps inevitable, series ... Read more PAGE: 1 |
Latest News
Franklin Templeton's Brandywine Global launches new fund
|Franklin Templeton investment manager Brandywine Global has expanded its product suite with the launch of a Global Opportunistic Equity Fund for Australian investors.
First Sentier axes investment units, AUM takes $14bn hit
|First Sentier Investors (FSI) is shuttering four investment teams, seeing the exit of 30 professionals by the end of the year and the loss of about $14 billion in assets under management.
LIT delisting simplifies Forager: CIO
|Forager Funds Management's chief investment officer is urging investors to vote in favour of delisting a troubled listed investment trust (LIT) in a bid to simplify the business.
S&P/ASX200 tipped to hit 8300: VanEck
|The S&P/ASX200 is set to rise nearly 10% to 8300 by the end of the year, VanEck predicts, as Australia will also continue to avoid the "most anticipated recession" that never happened.
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 ...
