Tag Archives: Financial Advice
The Core Steps in starting your Managed Account Service
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
What can Managed Accounts do for your firm?
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
Benefits of Managed Accounts Solutions for your clients
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
How to unleash the power of Separately Managed Accounts
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