FS Managed Accounts - Applied Financial Planning Articles

Applied Financial Planning Articles

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


New S&P indices factor in future carbon price risks KANIKA SOOD S&P Dow Jones has launched 12 new indices that will adjust valuations of companies included in some of its established indices, to account for the future impact of carbon prices on stock prices.	Independent planning firm jumps into agriculture HARRISON WORLEY Growth Farms' recently launched farm leasing fund picked up a cornerstone investment from a $1 billion advisory group.

Westpac investment arm awards real estate mandate KANIKA SOOD A $10 billion investment arm of Westpac has awarded a mandate to a multi-asset manager, as it broadens its approach to listed real estate assets.	IFM reports solid FY18 HARRISON WORLEY IFM Investors reported strong funds under management and bottom line growth in FY18.

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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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