Showing 21 to 30 of 31 articles: KARREN VERGARA | 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. Read more TOM BIGNILL | 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 as invited guests to a party, and we are the hosts. ... Read more ALEX DUNNIN | 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 value to the advisory businesses using them. Read more KARREN VERGARA | TUESDAY, 22 AUG 2017 Never have financial advisers worked so hard to justify their value. Read more ANTHONY KAPETANOVIC | 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. Read more DAVID HEATHER | 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. Read more SANTI BURRIDGE | 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 accounts (IMAs) as investment structures. No ... Read more TONY MCDONALD | 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. Read more SIMON RUSSELL | 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 well over a long period but if a client sells out ... Read more BROOKS FRIEDERICH | 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 are more globally connected than ever before. Product ... Read more |
Latest News
Janus Henderson finalises strategic partnership with life insurer
|Janus Henderson has commenced its strategic partnership with The Guardian Life Insurance Company of America (Guardian), set to manage Guardian's US$45 billion ($68bn) investment grade public fixed income portfolio.
Global advisory firm acquires Boutique Capital
|The corporate governance and advisor services firm has acquired Boutique Capital, a local specialist in fund incubation and wholesale fund services.
Lack of confidence in US equities brings investors back home
|Geopolitical tensions and US trade policy uncertainty have continued to dampen investor sentiment, with many shifting their attention to Australian equities, new research found.
Payton Capital rebrands post-acquisition
Payton Capital has received a brand makeover following the acquisition by ASX-listed alternative asset manager HMC Capital in July 2024.
Further Reading
Cover Story

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.