Are we heading back to the future?
Is there a future for licensee-based managed account programs?¶
The Hayne Royal Commission didn’t ban vertical integration but it continues to be widely questioned.¶
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2019 IMAP Awards: Winners and Finalists
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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The seven year itch
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 industry.
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Managed account FUM steady
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 six m...
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Consumer education still lacking with managed accounts
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 underst...
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Provider collaborates to tailor MDA services
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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Selecting an SMA manager: What’s in it for you and your client?
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 yiel...
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The naked portfolio
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 constr...
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Technology is key to the future
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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Best Interests Duty: What do advisers need to think about?
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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Pricing for value
Speaking at the IMAP Adviser Roadshow, Alan Kenny and Vincent O’Neill discussed value pricing in a business.
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