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

At face value, cost comparisons seem straightforward, however, they can exclude material factors that will detrimentally affect your client. Read more

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

It is well-documented - managed portfolios provide a range of benefits for both clients and advice practices. Read more

This paper aims to help advisers understand and manage the commercial and operational elements involved in using managed accounts. Read more

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

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

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

The global pandemic emphasised many things, not least of which was the importance of financial advice for investors. Read more

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