 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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HNWIs demand outperforming, mission-driven endowment funds
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Further Reading
Cover Story
On the horizon
MICHAEL 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.
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 ...
