Perspectives - Summer 2017

2 approaches to technology – 2 business models Toby Potter says that one of the key drivers of the development of managed accounts is the availability of the technology that makes it possible to manage hundreds of portfolios based on predetermined portfolios.

Working group established to develop data standards IMAP has announced the establishment of an ‘industry working group’ to develop data standards for the exchange of managed account model data.

14 hours per week saved using Managed Accounts Advisers using managed accounts are saving on average, 14.4 hours per week in administration and compliance work, according to new research by BT.

Aussie fintech adoption 5th in world Australia’s fintech adoption rate is ranked fifth in the world, with an adoption rating of 37 per cent – up 24 per cent from two years ago. This puts Australia behind China (69%), India (52%), U.K. (42%) and Brazil (40%)…

Demand for advice high as client numbers fall While the demand for advice from financial planners is at a record high, the number of Australians using them has dropped by 25 per cent to 2.2 million active clients in just 10 years – down from three million in 2007.

Client engagement remains key With over 10 years’ experience in implementing asset class models and multi-sector portfolios on behalf of IFAs across multiple managed account platforms, who better to share his insights on the important considerations for any business transitioning across to a managed account business model than DFS Portfolio Solutions principal, Stephen Romic.

Birth of the hybrid investor As the new age of investing emerges, advisers are forced to embrace ‘disruption’ and move towards digitalisation. It’s time to meet the more engaged consumer; the ‘hybrid’ investor, says Arnie Selvarajah.

A different perspective When it comes to rolling out a managed accounts offering, Phil Smith wishes he had done it years ago. Jayson Forrest talks to him about the challenges involved.

Choosing a Managed Account: What you need to know Toby Potter and Angela Ashton explain the four elements that make up a managed account and the importance of understanding how each element interlocks with the others.

Managed Portfolios: A sound investment in your clients and your business Hub24 considers the growing trend of managed portfolios overseas and the significant benefit they offer clients, advisers and practice staff.

What open platforms mean for the future of advice John Kim shares his views on how tomorrow’s platforms will further evolve the role of financial advisers and portfolio management. Since they entered the market more than 17 years ago, platforms have evolved considerably.

The power of connecting Martin Morris discusses the importance of keeping your business healthy and keeping your clients engaged in today’s digital world. Technological innovation is driving change across all businesses globally, specifically in how a business deals with its customers.

The future of managed accounts Over the past 10 years, the managed accounts sector has established itself as a major participant in the Australian financial services industry. As Matt Heine writes, the next five years will see this sector come of age, where new entrants, new technologies and new consumer habits will shape and evolve managed accounts to be mainstream in financial service practices.

Amazon: May the best prepared win Andrew Stanley (Ralton Asset Management) says that Amazon’s planned entry into the Australian market has generated intense speculation about the outlook for incumbent players.


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