Latest Perspectives

Is there a future for licensee-based managed account programs?¶

  • The Hayne Royal Commission didn’t ban vertical integration bu...

The finalists for the 2019 IMAP Managed Account Awards have been announced, with the winners to be revealed at a gala event in Sydney on 25 June.

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Until recently, Peter Kell was the public face of ASIC. He talks to Jayson Forrest about his seven years at the corporate regulator and the challenges still facing the financial services industr...

For the six months to 31 December 2018, funds under management (FUM) in managed accounts was $62.12 billion, which is slightly down by 0.5 per cent (or $0.32 billion) on the FUM for the previous...

While the number of financial planners recommending managed accounts almost doubling in the last five years, more than 80 per cent of potential users (consumers) say they have only basic or no u...

Philo Capital Advisers has gone live with a managed discretionary account (MDA) service specifically tailored for the needs of Melbourne-based advisory business, Strategic Wealth.

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When it comes to SMAs, clients are typically looking for four things: performance, consistency of returns, transparency of their investment portfolio, and tax-effective returns that offer high y...

Michael McQueen analyses two of the eight megatrends that will dominate financial services and society in the coming decade.

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Ben Coombs of Elston Asset Management – winner of the 2019 IMAP Australian Equities Managed Account Award – looks at some of the key client experience considerations to make when con...

Talk to Kelly Power about the key drivers for advice and advice businesses over the next 5-10 years, and the one thing she is very nervous about is the growing cost of advice.

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In the wake of the Royal Commission’s recommendations, Simon Carrodus takes a look at Best Interests Duty and how to manage them.

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Speaking at the IMAP Adviser Roadshow, Alan Kenny and Vincent O’Neill discussed value pricing in a business.

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Toby Potter outlines the benefits of introducing a managed accounts program and how, by doing so, they can lead to better outcomes for clients.

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