 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 |
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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
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There are several considerations for advisers seeking the managed accounts which will best fit their practice.
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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 ...
