Where do I start? What do I do first? and what do I need to consider? These are the questions that often get asked by people going down the path of looking at Managed Accounts for their business. If you want to learn more about the benefits of Managed Accounts for your firm, you could
There’s almost not a day that goes by without someone within the industry, in the trade media or at conferences, talking about Managed Accounts and what it could do for your business. Not surprisingly, some of you may be a little confused about what people mean when they mention Managed Accounts or the many acronyms
Over the last decade, managed accounts have received increased interest from advisers as well as from investors. Some firms are looking at managed accounts solutions to not only help them build more efficient businesses but to provide a better outcome for their clients. It’s critical that we always start from the client first; we should
Separately Managed Accounts (SMAs) - typically offered through a ‘Managed Investment Scheme’ – are an evolution of unit trust managed funds and ’fund of funds’ that enable retail investors to own the underlying assets or stocks in a portfolio. Amongst many other benefits and features, SMAs greatly increase transparency and tax efficiency for the investor. SMAs have been in Australia for some time, since about the late 1990s. While everybody thought they would grow
There doesn’t seem to be a day that goes by without someone announcing a new robo-advice offering, mentioning about ‘fintech’ or telling us we need to be more innovative. Throw in the word ‘disruption’ and you are guaranteed to invoke emotions ranging from excitement, inspiration, all the way down to skepticism, anxiety and downright denial.
For as long as I can remember, business and financial professionals have been trying to form referral relationships with other professionals – be they accountants, lawyers, financial planners or mortgage brokers. The idea isn’t new but experiences can be mixed. For every referral relationship that’s working well, there are far more that under deliver what