FS Managed Accounts - Applied Financial Planning Articles

Applied Financial Planning Articles

THOMAS BIGNILL | Comments | MONDAY, 15 OCT 2018

The advice world has been evolving under changing regulations since 2000 as a result of financial services reform, FOFA and now the Royal Commission. ... Read more

What to consider when establishing your private label managed account

MATT HEINE | Comments | TUESDAY, 18 SEP 2018

Momentum is continuing at a rapid pace in the adoption of managed accounts, the days of them being a niche service being offered by only limited ... Read more

Breaking with tradition

MICHAEL CROWE | Comments | MONDAY, 3 SEP 2018

About 30 kilometres from Melbourne's central business district lies the suburb of Croydon. Described as the gateway to the Yarra Valley's ... Read more

Giant steps for growth

HARRISON WORLEY | Comments | 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 ... Read more

Booming with confidence

KARREN VERGARA | Comments | 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 ... Read more

A more refined approach

ALEX DUNNIN | Comments | THURSDAY, 19 JUL 2018

Financial Standard's latest adviser survey on the adoption of managed accounts provides key insights on why the industry is enjoying dramatic ... Read more

New opportunities for personal tax-deductible contributions

YVONNE CHU | Comments | MONDAY, 12 FEB 2018

WHAT'S CHANGED? From 1 July 2017, the 10% test that previously applied to personal deductible contributions has been removed. As a result, all ... Read more

Making bespoke advice models scalable

MARTIN MORRIS | Comments | MONDAY, 16 OCT 2017

SMA growth forecasted to continue The continuing success of managed accounts appears to be showing no signs of abating. Australian Financial Service ... Read more

2017 Financial Standard Best Practice Forum on Managed Accounts

KARREN VERGARA | Comments | 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 ... Read more

Redefining your value as an adviser through managed accounts

THOMAS BIGNILL | Comments | MONDAY, 25 SEP 2017

When it comes to your business - you want to ensure you're running it the best way you can. Your clients allow your business to prosper, as Jeff Bezos ... Read more

Managed accounts are becoming mainstream

ALEX DUNNIN | Comments | MONDAY, 28 AUG 2017

Nudging managed accounts into the mainstream is recognition of the win-win proposition they offer: not only do they provide a simpler and easier way ... Read more

Managed accounts: pushing the button

KARREN VERGARA | Comments | 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 ... Read more

Ask the Expert: Q&A with Anthony Kapetanovic, Akambo Private Wealth

ANTHONY KAPETANOVIC | Comments | MONDAY, 7 MAR 2016

In the Financial Standard Ask the Expert series we speak to leaders in the managed account space about how they're making managed account solutions ... Read more

Discretion: The X-factor that separated great practices from good practices

DAVID HEATHER | Comments | MONDAY, 7 MAR 2016

Managed accounts are increasingly considered a mainstream investment management solution and many managed account solutions are made available using a ... Read more

The false dichotomy

SANTIAGO BURRIDGE | Comments | MONDAY, 7 MAR 2016

Much of the discourse surrounding managed accounts in Australia tends to be dominated by assessment of the comparative benefits and features of ... Read more

Managed accounts in a behavioural world

SIMON RUSSELL | Comments | TUESDAY, 19 AUG 2014

Often the most important factor in getting the best investment outcome relates as much to the people making the investment decisions as to the ... Read more

A new frontier of managed accounts

BROOKS FRIEDERICH | Comments | TUESDAY, 19 AUG 2014

A series of financial crises over the last dozen years have forced many investors to reassess their investment choices and their tolerance for risk. ... Read more

Age of convergence

DAVID ORAZIO | Comments | TUESDAY, 19 AUG 2014

Lines are blurring between platforms, managed accounts and managed funds. David Orazio explains how this trend benefits financial advisers and their ... Read more

The good life - adding value to a practice through managed accounts

TONY MCDONALD | Comments | TUESDAY, 19 AUG 2014

At a time when advisers are looking for ways to grow their practice, Tony McDonald walks through a scenario where managed accounts can drive tangible ... Read more

Latest News


DomaCom raises more capital HARRISON WORLEY Fractional property investment firm DomaCom recently raised about $3 million in capital.	UniSuper awards small caps mandate KANIKA SOOD UniSuper has awarded a boutique manager a $250 million mandate to manage small cap equities.

Challenger kicks off active ETFs KANIKA SOOD Challenger's multi-boutique business Fidante Partners has listed its first active ETF as it dips its toes in the exchange-traded fund market.	Insurer awards $80m mandate KANIKA SOOD An Australian insurer has awarded a Natixis affiliate a mandate to manage $80 million in an absolute return strategy.

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Michelle Baltazar

Director of Media & Publishing - Financial Standard

FS Managed Accounts

Lessons from Dover

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 ...

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John Nicoll

National Sales Manager

FS Managed Accounts

Managed accounts: Who really benefits?

Managed accounts come with high expectations. They promise to transform the way investment portfolios are managed, with a myriad of benefits cascading ...

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Michelle Baltazar

Director of Media & Publishing - Financial Standard

FS Managed Accounts

When high conviction is the only option

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 ...

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Jason Entwistle

Director Strategic Development

FS Managed Accounts

The future of platforms

Why do platforms exist? Platforms connect our clients with investment solutions that create wealth. Platform development has long been driven by adviser ...

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