 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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Cover Story
Harvesting wisdom
TIMOTHY SCOTT
MANAGING DIRECTOR
FORD SCOTT FINANCIAL PLANNING PTY LTD
MANAGING DIRECTOR
FORD SCOTT FINANCIAL PLANNING PTY LTD
With a farming background, Ford Scott Financial Planning director Tim Scott has artfully woven traditional country values into his advice approach and incorporated managed accounts into his offering, reflecting the importance he places on direct ownership. Cassandra Baldini 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 ...
