Showing 1 to 10 of 31 articles: ANNIKA BRADLEY | MONDAY, 18 DEC 2023 If managed accounts hold the key to portfolio personalisation, let's take a look at some of the challenges advisers might face when trying to make meaningful comparisons across performance returns and fees. Read more MATTHEW VAN DIJK | MONDAY, 30 OCT 2023 At face value, cost comparisons seem straightforward, however, they can exclude material factors that will detrimentally affect your client. Read more HUB24 PTY LTD | MONDAY, 26 JUN 2023 This paper brings together industry experts in ESG investing to discuss how it is spanning generations and influencing how advisers engage with their clients. Read more HUB24 PTY LTD | THURSDAY, 15 DEC 2022 It is well-documented - managed portfolios provide a range of benefits for both clients and advice practices. Read more PETER TURBACH | MONDAY, 28 NOV 2022 This paper aims to help advisers understand and manage the commercial and operational elements involved in using managed accounts. Read more BRETT GRANT | TUESDAY, 30 AUG 2022 Market conditions have tested the appeal of thematic ETFs, but their ability to deliver diversification, megatrend exposure and outcomes for investors remains intact. Read more MICHELLE KRIG | MONDAY, 15 NOV 2021 The role of financial advisers is undergoing a profound shift, from technical specialist to relationship-driven coach covering broader strategic advice. To make this transition at scale successfully, advisers need a robust suite of digital tools-with ... Read more MATTHEW WALKER | MONDAY, 16 AUG 2021 The adoption of managed accounts has been proliferating in Australia as they fill the need for advisers to deliver professional investment services more efficiently and allow them to concentrate on being a strategic adviser. Read more MAT WALKER | MONDAY, 19 APR 2021 The global pandemic emphasised many things, not least of which was the importance of financial advice for investors. Read more MEAGHAN VICTOR | WEDNESDAY, 22 JAN 2020 The stellar growth of the managed account sector means financial planners have an unprecedented choice when it comes to selecting cost-effective ways of delivering investments to their clients, while optimising their core skills in providing strategic ... Read more |
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On the horizon
TIM 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.