 YORAM LUSTIG , MICHAEL WALSH | TUESDAY, 16 MAR 2021 The year 2020 proved to be particularly challenging for investors as the COVID-19 pandemic upended growth expectations and generated unprecedented policy responses. Investors will remember 2020 with mixed emotions. On one hand, it was the year of the ... Read more  EYLEM KAMERAKKAS | TUESDAY, 19 JAN 2021 Managed accounts are increasingly being used by advisers because they provide choice and flexibility for their clients and compliance-friendly ways for them to access optimal service providers, platforms and investment expertise. Read more  BEN COOMBS | FRIDAY, 18 DEC 2020 The last six months have thrown the financial advice industry into a storm that was impossible to anticipate. This paper offers various perspectives from Elston Asset Management's (EAM) team as it navigated the storm alongside its advisers. Read more  MARK JOHNSTON | MONDAY, 16 NOV 2020 Financial advisers' use of managed accounts continues to grow from strength to strength. Read more MARTIN MORRIS | MONDAY, 19 OCT 2020 Completing a successful transition to managed accounts can be a difficult and, at times, quite a confronting experience. The transition journey isn't as simple as the traditional experience of moving from Investment Manager A to Investment Manager ... Read more  HUB24 PTY LTD | MONDAY, 14 SEP 2020 This paper brings together the perspectives gathered by HUB24 of financial advisers, investment managers and research houses who have provided their thoughts on the state of the market, how they are approaching responsible investing and the opportunities ... Read more  JASON KOMADINA | TUESDAY, 18 AUG 2020 Making the most of introducing managed accounts into a financial advice practice will take a journey of two to three years. It's a process that involves defining the firm's value proposition, reimaging what you want the business to look like ... Read more  SINEAD RAFFERTY | FRIDAY, 19 JUN 2020 The recovery we have seen in the share markets since the low on 23 march 2020 has been the fastest rebound in history. Yet the economic data has been dire, with unemployment rising rapidly and both manufacturing and services industries suffering . Read more  JOHN DYALL | WEDNESDAY, 20 MAY 2020 Investments held within managed accounts can include direct domestic and increasingly international equities, directly held fixed interest securities, listed investment companies (LICs), model port- folios, managed funds including exchange-traded products ... Read more  GLEN HOLDER | FRIDAY, 24 APR 2020 The business efficiency benefits of multi-asset managed accounts for advice businesses are widely known. Read more |
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Cover Story
Harvesting wisdom
TIMOTHY SCOTT
DIRECTOR
FORD SCOTT FINANCIAL PLANNING PTY LTD
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
Not all managed accounts are created equal - here's why it matters
There are several considerations for advisers seeking the managed accounts which will best fit their practice.
The future of AI in the financial advice sector
Larry Fink, co-founder of the $9 trillion investment company BlackRock, said recently that artificial intelligence (AI) will have a profound effect on ...
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 ...
