 DANIEL TOMASELLI | FRIDAY, 28 MAR 2025 This paper looks at the rapid progress of artificial intelligence and its impact on the real estate sector. Read more  SHANE REID | FRIDAY, 24 FEB 2023 A must for firms in the financial sector. Read more  BILL HORTZ | SUNDAY, 29 MAY 2022 Will the future of investment portfolios increasingly be built, not on mutual funds and exchange-traded funds (ETFs), but on customised managed accounts? Read more  HUB24 PTY LTD | TUESDAY, 23 FEB 2021 Financial advisers currently face a challenging environment, with interest rates at historic lows, significant market volatility and increasing regulatory pressure to satisfy clients best interests. Read more  BRETT MENNIE | FRIDAY, 17 JUL 2020 The rapid change in investment markets and economic conditions since March 2020 has tested the ability of financial advice business models to manage and support client outcomes effectively and in a timely manner during times of extreme market volati ... Read more MARTIN MORRIS | MONDAY, 17 FEB 2020 Financial planning principles are continuously faced with legislative changes and there is very little air-time between articles referencing the royal commission, FASEA and other regulatory changes. Read more HUB24 PTY LTD | MONDAY, 15 JAN 2018 In a world where technology is reshaping the way we live, it was always a question of when, not if, digital innovation would change the way consumers manage their money and their wealth. From the advent of online share trading in the mid-1990s, to the ... Read more PAGE: 1 |
Latest News
Fidelity International launches first global equity SMA
|Fidelity International has unveiled its first global equity separately managed account (SMA) in Australia, with support from private wealth partner Emanuel Whybourne & Loehr.
Super funds' private market assets grow to $400bn
|Superannuation funds had $400 billion invested in private market assets, jumping 34% in the two years to June 2024, Rainmaker Information analysis of APRA data shows.
Financial Standard names Investment Manager of the Year
Financial Standard has named the winners of its 2025 Investment Leadership Awards, recognising the best investment managers across Australian and international equities, property, infrastructure, fixed income, and multi-asset categories.
State Street's plan for power, product, partnerships
State Street Global Advisers (SSGA) is the largest asset management firm in Australia by locally sourced assets under management (AUM) - by some margin - though few realise.
Further Reading
Cover Story
On the horizon
TIM TOWNSEND
PARTNER & PRIVATE WEALTH ADVISER
TOWNSEND COBAIN PTY LTD
PARTNER & PRIVATE WEALTH ADVISER
TOWNSEND COBAIN PTY LTD
Tim Townsend is a people person at heart, and using managed accounts he has more time to do what he loves most - engaging with clients. But that doesn't mean just any solution will do. Eliza Bavin 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 ...
