There is no escaping that the Australian funds industry has been through a challenging time. As the economy hopefully steadies, the question the becomes how the industry itself can evolve and return to growth. Read more

Individually managed accounts (IMAs) and separately managed accounts (SMAs) enable clients to access direct international and domestic equity portfolios with greater control and transparency. However, the differences between and benefits of IMAs and ... Read more

This paper is based on an excerpt from Praemium's Profit Facts and Key Success Drivers: Elevating your Business with Managed Accounts report. It builds upon research undertaken in 2019 when Praemium, in conjunction with leading advisory consulting practice ... Read more

Many fixed income investors have been asking about the implications of rising interest rates. While the Fed initially saw the emergence of post-coronavirus pandemic inflation as transitory, the increase in prices has been far more persistent than it ... Read more

Alternative yield investing has been a growing sector of importance for both institutional and private global investors as global central banks have kept interest rates at ultra-low levels to combat economic downturns and to stimulate growth since 2 ... Read more

HUB24 has developed this paper to illustrate how great advice together with innovative platform capabilities can be leveraged by advisers to deliver enhanced client outcomes which can make a considerable difference to a client's portfolio over t ... Read more

As the world adjusts to COVID-19 and vaccination rates continue to rise, the hope is that life will return to some form of normal in the near to medium term. Consistent with this view, it is likely that global economies 'reboot' supported by an easing ... Read more

Managed discretionary accounts (MDAs), separately managed accounts (SMAs) and individually managed accounts (IMAs) are all managed investment vehicles with some similarities. However, it is important for investors to understand the differences between ... Read more

Implementing managed accounts in an advice practice involves much more than simply selecting the right provider. Read more

Over the past three decades, a sustained surge in inflation has been absent in developed markets. Today, inflation risk has increased. As a result, many investors are faced with the challenge of having little evidence regarding how to reposition their ... Read more