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Two roads to a single destination

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


Global manager launches China A-shares fund KANIKA SOOD Ninety One, formerly known as Investec Asset Management, has is touting a new China A-shares fund to local institutional and wholesale investors.	Tough year at Challenger KANIKA SOOD Challenger this morning reported $416 million in statutory net loss for FY20, as its investments fell by $750 million during the COVID-19 pandemic.

PAN-Tribal signs distribution deal KANIKA SOOD The funds management distribution house has signed an exclusive agreement to tout an infrastructure manager in the Australian wholesale market.	Impact investing seeks to address racial inequality ELIZABETH MCARTHUR A new initiative in the US, with $4 million in backing from J.P. Morgan Chase, has seen a small business lender and an impact investor come together to address racial inequality.

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Martin Morris Head of Distribution Praemium		Simon Carrodus Solicitor Director The Fold Legal		Tim Sparks Head of Sales and Marketing Bell Direct		Anne Hamieh Head of Distribution and Marketing Xplore Wealth
Busting the myths of managed accounts & client size		Managed Accounts and Standard 3 - A tale of two conflicts		Managed accounts in a post COVID-19 world		Control what you can control
Recent research has shown there is a commonly held view that managed accounts are more suited to High Net Worth clients. However, with more advisers starting ...		I've always enjoyed irony, so the irony wasn't lost on me when I first read Standard 3 of the FASEA Code of Ethics (Standard 3). It's ironic because Standard ...		There's no mistaking 2020 has been unprecedented. Investors across the globe, at all levels of expertise, are feeling the shockwaves roll through their ...		Control is an important ingredient in the mix of achieving desirable investment outcomes. So, if we feel like control has been reefed away from us, our ...
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Industry Events

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Stockbrokers and Financial Advisers 2020 Virtual Conference

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Best Practice Series: Retirement Income Forum

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FPA Congress is back - and now it's virtual!

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The role of gold in a diversified portfolio

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Best of Breed Global Research & Investment Program for Instutional Investors - Global Equities

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