Why there should be an allocation to private assets in clients' managed accountsBY GUY SILBERT | WEDNESDAY, 27 MAR 2024 4:38PMSeparately managed accounts and managed discretionary accounts are now widely recommended by financial advisers for the benefits they provide to clients' portfolios and operationally.
Sponsored: Technology for the modern planning practiceThe financial planning industry is continually transforming. Against a backdrop of legislative and economic challenges, practices are also faced with ... Rewriting the ETF business modelSometimes a story flickers on your screen for an instant. You might pay attention. You might not. Lessons from DoverThere is nothing more brutal than receiving bad news on the eve of a long weekend. Worse, they were sent by email. Managed accounts: Who really benefits?Managed accounts come with high expectations. They promise to transform the way investment portfolios are managed, with a myriad of benefits cascading ... The RC, financial advice licensees and trusteesThe banking and financial services Royal Commission is now in full swing electrifying audiences on a daily if not hourly basis. The irony is that it's ... Sponsored: The new wave client demands more from advisersSince the Global Financial Crisis we have seen many iterations of financial advice. During the GFC many clients left advisers and went out on their own ... When high conviction is the only optionIn property, it's all about location. In managed accounts, it's all about conviction. High conviction, to be more precise. A battle to understand the messageFar from the public spotlight most skirmishes in the Australian funds management industry go unremarked. One such skirmish is occurring right now. Mix up property with infrastructure to make it realIt's no secret Australians have a fascination with property, and not just residential property. |
Latest News
Billionaire quant investing legend Jim Simons dies
|Jim Simons, the founder of Renaissance Technologies, a hedge fund that became one of the most profitable firms in history, has died at the age of 86.
The top investment funds over the past year
The top-performing investment funds for the year ending March 31 have been announced, with all being ETFs focused on international equities.
Discover the best performing asset class of 2023: Mercer
2023 proved to be a great year for investors, with all but one asset class delivering a positive return.
Morningstar unsure if KKR's Perpetual bid benefits shareholders
Morningstar has maintained its fair value estimate of $26 per share for Perpetual stock, even after KKR confirmed it will buy its wealth management and corporate trust businesses yesterday.
Cover Story
Harvesting wisdom
TIMOTHY SCOTT
DIRECTOR
FORD SCOTT FINANCIAL PLANNING PTY LTD
DIRECTOR
FORD SCOTT FINANCIAL PLANNING PTY LTD
With a farming background, Ford Scott Financial Planning director Tim Scott has artfully woven traditional country values into his advice approach and incorporated managed accounts into his offering, reflecting the importance he places on direct ownership. Cassandra Baldini writes.
Good article, Guy. I agree that unlisted assets should be part of client portfolios. The tricky part for advisers is making the appropriate allocation and managing the illiquidity component to accommodate liquidity requirements.
Happy to discuss this further with you offline.