Showing 1 to 4 of 4 articles for Karren Vergara: HARRISON WORLEY | MONDAY, 3 SEP 2018 In the previous edition of Financial Standard, Karren Vergara explored managed accounts and how the $50 billion market impacts the lives of its ever growing client base. Managed accounts are clearly important, but they are just one-quarter of the investment ... Read more KARREN VERGARA | MONDAY, 3 SEP 2018 The tide has turned. The skepticism that followed managed accounts in its early days has waned, says Cameron Harrison Private Wealth partner and Certified Financial Planner Anne-Marie Tassoni. Over the last two years, Tassoni explains, more financial ... Read more KARREN VERGARA | FRIDAY, 29 SEP 2017 That managed accounts are here to stay and will inevitably become basic offerings in the near term were salient themes that emerged from this year's Best Practice Forum on Managed Accounts. More than 260 delegates turned out in record numbers at ... Read more KARREN VERGARA | TUESDAY, 22 AUG 2017 Never have financial advisers worked so hard to justify their value. In the age of robo-advice and financially savvy clients demanding more from the relationship, advisers all of a sudden, are finding they have to redefine their value proposition more ... Read more PAGE: 1 |
Latest News
Liberals respond to Federal Budget
Opposition leader Peter Dutton criticised Tuesday's Budget as highly irresponsible, arguing that the government has exacerbated inflation and incorrectly claimed that any further interest rate increases would be the responsibility of Anthony Albanese and Jim Chalmers. What's the Coalition's plan?
Sequoia seeks Takeovers Panel intervention
The stoush over who should control Sequoia Financial Group takes another turn as chief executive Garry Crole and non-executive director Kevin Pattison call upon the Takeovers Panel to intervene in their potential ousting.
Magellan advances MGF conversion to open class
Magellan Asset Management will go ahead with converting its Global Fund (ASX: MGF) into an open class structure.
Crescent Capital sells down ClearView stake
ClearView has been alerted that Crescent Capital wishes to sell a major share in the company.
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.