Communications & Marketing | FS Managed Accounts

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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


Newgate fund starts new life KANIKA SOOD Equity Trustees has handed over the management of Newgate Real Estate and Infrastructure Fund to a new manager, as Newgate Capital announces its intention to retire from the fund.	Magellan to use BasisCode for trading compliance KANIKA SOOD Magellan Financial Group will use Atlanta-based BasisCode Compliance LLC as the provider of its personal trading system.

Plato fund to shutter KANIKA SOOD An Australian shares fund run by Plato Investment Management will shutter later this month after running for nearly 14 years as its assets dwindle.	Impact investing set to skyrocket: Research ALLY SELBY Australia's appetite for impact investing is set to skyrocket over the coming years, with new research predicting the market will reach $100 billion by 2025.

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Peter Chun General Manager Distribution Colonial First State		Michelle Baltazar Executive Director, Media Rainmaker Information		John Nicoll Head of Sales Zenith Investment Partners		Michelle Baltazar Executive Director, Media Rainmaker Information
How to drive better client engagement and delivery of financial advice		Lessons from Dover		Managed accounts: Who really benefits?		When high conviction is the only option
Managed accounts have existed in various forms for decades but it is only in recent years that new technologies have given birth to the modern managed ...		There is nothing more brutal than receiving bad news on the eve of a long weekend. Worse, they were sent by email. The sudden shutdown of Dover Financial ...		Managed accounts come with high expectations. They promise to transform the way investment portfolios are managed, with a myriad of benefits cascading ...		In property, it's all about location. In managed accounts, it's all about conviction. High conviction, to be more precise. Our top story on Financial ...
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