Perspectives - Winter 2018

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Managed Accounts Post Royal CommissionToby Potter says it’s worth considering how a tighter regulatory regime might impact the key drivers central to the growth of Managed Accounts.

Report confirms adviser adoption of managed accounts The report found that over the last 12 months, the proportion of advisers who recommend managed accounts or intend to use these solutions increased 18 per cent – growing from 46 per cent to 64 per cent.

Australian retail stocks: Are they heading for the Reject Shop?Andrew Stanley, Ralton Asset Management, Head of Australian Equities discusses the major impact that Amazon will have and the fundamental changes in the ways companies will interact with their customers.

A compelling offering. Perspectives asks two Chief Investment Officers the following question: What is currently worrying you about your managed account offering? Jonathan Bayes Chief Investment Officer, Prime and Grayden Taylor Portfolio Manager, Elston Asset Management provide insight into the challenges they are facing

Transform your advice business. Peter Chun looks at the three main reasons managed accounts are increasingly being adopted within advice businesses.Peter Chun General Manager Distribution, Colonial First State reveals the investment benefits managed accounts offer clients have been key drivers behind the growing interest in them and are generally well understood.

The three pillars of MDAs As an early adopter of managed accounts, Patrick Nalty believes that the MDA environment has provided positive outcomes for his clients and his business, but admits it’s a journey not suited to all planning businesses. He talks to Jayson Forrest.

The building blocks of business. In March, the 2018 IMAP Adviser Roadshow reached over 420 industry professionals across three capital cities – Brisbane, Melbourne and Sydney. Jayson Forrest reviews some of the highlights of this year’s roadshow, including in-depth reviews of three topical sessions.

Profitability in an advice practice Terry Bell provides some quantitative metrics that measure the profitability of advisory practices offering a managed accounts solution.

Expect the unexpected Jonathan Hoyle provides an insight into the managed accounts offering at Stanford Brown, including the key lessons learnt in rolling out this service.