 ASSURED SUPPORT | TUESDAY, 21 SEP 2021 ... Turbach, [Mason Stevens' managing director] Tim Yule and [Institute of Managed Accounts Professionals' chair] Toby Potter are helping licensees and advisers uncover the hidden value of these facilities. Read more  TOBY POTTER | MONDAY, 11 DEC 2017 The amount invested through managed accounts is growing strongly but as a method of investing, managed accounts are still not well understood. The differences between types of managed accounts are often blurred and this is compounded by a prolific use ... Read more MARTIN MORRIS | MONDAY, 16 OCT 2017 ... $39.2bn as at 31 December 2016. This balance represents an increase of $8.3bn on the 30 June 2016 FUA total of $30.1bn. Toby Potter Chair of IMAP commented on the survey "This new total shows just how significant managed accounts in their various forms ... Read more TOBY POTTER | FRIDAY, 29 SEP 2017 There are four dimensions of a managed account program that every organisation that is thinking about implementing a program needs to consider: Legal structure Investment process Technology and operations Advice process These are shown in the diagram ... Read more TOBY POTTER | TUESDAY, 8 NOV 2016 The ABC and the Greens have made an art form of telling us that man-made environmental change is going to force fundamental change on the natural environment. But what about ASIC-made change? What happens when the not-so-natural world of retail financial ... Read more PAGE: 1 |
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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.
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