Communications & Marketing

Communications & Marketing Articles

TOBY POTTER | Comments | MONDAY, 11 DEC 2017

The amount invested through managed accounts is growing strongly but as a method of investing, managed accounts are still not well understood. The differences between types of managed accounts are often ... The ... Read more

Managed accounts: Boldly go where no one has gone before

ADAM ROWLEY | Comments | MONDAY, 6 NOV 2017

Space: the final frontier. These are the voyages of the starship Enterprise. Its continuing mission: to explore strange new worlds, to seek out new life and new civilisations, to boldly go where no one ... Space ... Read more

The four choices in setting up a managed account program

TOBY POTTER | Comments | FRIDAY, 29 SEP 2017

There are four dimensions of a managed account program that every organisation that is thinking about implementing a program needs to consider: Legal structure Investment process Technology and operations ... There ... Read more

Enhancing your client experience will reap rewards for all

CHRISTIAN RYAN | Comments | MONDAY, 25 SEP 2017

So what do investors want from their financial adviser? Surely it is as simple as receiving quality financial advice relevant to their particular circumstances and objectives provided by their adviser ... So ... Read more

The future of managed accounts

MATT HEINE | Comments | MONDAY, 14 AUG 2017

Three years ago, we set ourselves a challenge - to create a dynamic, flexible and efficient managed account platform that advisers could tailor to really suit their needs and the needs of their clients. Three ... Read more

Latest News


Natixis launches racial equity strategy KARREN VERGARA Natixis Investment Managers has launched a set of portfolios that aim to identify public companies that promote diversity, equity and inclusion.	HUB24 posts record inflows KANIKA SOOD HUB24 picked up $1.7 billion net inflows, 24 new licensee agreements and 113 advisers in the December quarter.

ETF industry approaches $100bn ANNABELLE DICKSON As new investors turned to exchange-traded funds (ETFs) to cash in on the market volatility and consequent recovery in 2020, the industry reaped the benefits breaking several records, new research shows.	Former Trump aid launches crypto fund KARREN VERGARA The former communications director of outgoing US President Donald Trump has launched a cryptocurrency hedge fund.

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KAREN MCLEOD
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Ethical Investment Advisers principal adviser Karen McLeod shares how the bespoke models her firm built from scratch are helping her clients make a difference. Jamie Williamson writes.

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Simon Carrodus Solicitor Director The Fold Legal	Damian Cilmi Head of Investment Managers and Governance Praemium	Chris Donohoe Chief Executive Officer APIR Systems Pty Ltd	Tim Sparks Head of Sales and Marketing Bell Direct
Playing chicken: The myth of conflicted remuneration loopholes	A managed account for all market conditions	Market turbulence unlikely to impact fund registrations	Managed accounts in a post COVID-19 world
Conflicted remuneration is currently under the microscope and ASIC is taking action against those who try to use loopholes to avoid the prohibition. In ...	The business efficiency and client engagement advantages of managed accounts have long been espoused; however, recent months have highlighted another ...	The number of financial products - including managed accounts, traditional managed funds and superannuation funds - is resilient regardless of market ...	There's no mistaking 2020 has been unprecedented. Investors across the globe, at all levels of expertise, are feeling the shockwaves roll through their ...
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