Applied Financial Planning

Applied Financial Planning Articles

How to navigate the complex managed accounts ecosystem

MEAGHAN VICTOR | Comments | 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 ... The ... Read more

Redesigning a practice

HUB24 PTY LTD | Comments | THURSDAY, 26 SEP 2019

About Forte Before we begin, it is important to note that managed portfolios may not suit all clients, so an adviser's first consideration will always be "is this in my client's best interest?". About ... Read more

What life really looks like with managed accounts

NETWEALTH INVESTMENTS | Comments | TUESDAY, 27 AUG 2019

Since their beginnings, the benefits of managed accounts have been well touted. Financial advisers in their hundreds told Netwealth in its 2019 AdviceTech research report of the trading efficiency, client ... Since ... Read more

Repositioning your proposition

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. This rate of change is accelerating, and advice businesses ... The ... 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 platforms is long gone. One of the drivers of growth are ... Momentum ... 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 wineries and chocolateries, Croydon is home to less than ... About ... 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 growing client base. Managed accounts are clearly ... 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 Certified Financial Planner Anne-Marie Tassoni. Over the ... The ... 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 growth. Ready or not, managed accounts are coming. According ... Financial ... 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 clients under the age of 75 (including those aged 65 ... WHAT'S ... 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 Licences (AFSL), advisers, stockbrokers and increasingly ... SMA ... 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 year's Best Practice Forum on Managed Accounts. More ... 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 (CEO of Amazon) once said "we see our customers ... 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 to administer improved client outcomes but they add ... Nudging ... 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 relationship, advisers all of a sudden, are finding ... Never ... 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 work for them and their clients. In the Financial ... 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 Managed Discretionary Account (MDA) approach. Advisory ... Managed ... 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 separately managed accounts (SMAs) and individually managed ... Much ... 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 investments themselves. For example, a fund can perform ... 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. There are new factors to consider: Financial markets ... A ... 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 clients. While managed accounts have for some time ... Lines ... 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 and sustainable earnings. Managed accounts come in ... At ... Read more

Latest News


Newgate fund starts new life KANIKA SOOD Equity Trustees has handed over the management of Newgate Real Estate and Infrastructure Fund to a new manager, as Newgate Capital announces its intention to retire from the fund.	Magellan to use BasisCode for trading compliance KANIKA SOOD Magellan Financial Group will use Atlanta-based BasisCode Compliance LLC as the provider of its personal trading system.

Plato fund to shutter KANIKA SOOD An Australian shares fund run by Plato Investment Management will shutter later this month after running for nearly 14 years as its assets dwindle.	Impact investing set to skyrocket: Research ALLY SELBY Australia's appetite for impact investing is set to skyrocket over the coming years, with new research predicting the market will reach $100 billion by 2025.

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