 ANNIKA BRADLEY | MONDAY, 18 DEC 2023 Managed accounts or portfolios continue to grow in popularity among advisors. The technology offered by leading platforms enables transparency and, more importantly, portfolio personalisation at a scale not previously thought possible. Increasingly ... Read more  CHRIS MATHER | MONDAY, 16 NOV 2020 ... cent down, their portfolio was rebalanced across the client base quickly by the investment manager of their SMA. Annika Bradley, investment governance consultant at Tynans Advice, said that the SMA provided a more equitable outcome for clients compared ... Read more PAGE: 1 |
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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.
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