It’s been a month since the Royal Commission handed down its final report and thousands of words have been written on the potential impact of those recommendations on the conduct of advice.
Read more: Sustainable advice businesses built around managed accounts
Managed accounts are driving better client engagement and improving the delivery of financial advice, according to the findings in a whitepaper released by Colonial First State. In releasing
Read more: Managed accounts significantly improve financial advice services
Australian retail investors ended 2018 with a bearish market outlook. As at December 2018, investors on average expect the All Ordinaries Index to grow by +0.3 per cent over the course of the next 12 months, excluding dividends.
BT has launched six active diversifi ed managed portfolios, which are available on BT Panorama Open and Compact menus as part of its CoreSeries portfolios.
Separately managed accounts (SMAs) on the Macquarie Wrap platform have surpassed $2 billion in funds under administration, according to Macquarie Wealth Management’s Head
With risk aversion spiking in Q4 of 2018 and global markets closing out the year in negative territory, volatility is again increasing, presenting planners and their clients with potentially more investment risks than they have experienced over the past few years.
Perspectives provides a round-up of the key recommendations in the Final Report of the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry. This analysis concentrates specifically on the impact the recommendations will have on the financial advice sector in relation to managed accounts.
With modern technology, high quality governance and well-structured investment models, managed accounts could fast become the default option for high quality advice practices around Australia, says Thomas Bignill.
Robert Corben provides the latest update on the IMAP Data Standards Group, including the work being done on performance standards.
The Chair of the IMAP regulatory Group, Adam Seccombe, provides a review of the work done by the group and looks ahead at the work to be completed.
The Chair of the IMAP Investment Group, Paul Saliba, outlines the objectives of the IMAP Investment Group.
For Kelly Power, the last 18 months have been a challenging time for the industry, but now that the Royal Commission’s report is out, it’s time to move forward.
Whether it’s fintech or techfin, both sectors place severe pressure on traditional businesses in the financial services industry. Ignore them at your peril, writes Gihan Perera.
Despite most expectations, 2018 proved to be a very disappointing and jarring year for investors. Not only did volatility return in abundance, particularly in the first and last quarters of the year, but almost all asset markets ended the year in negative territory.
When implementing a new managed account program, there are a number of steps required to e ectively communicate and market this program to planners and clients, writes Toby Potter.
The Australian economy has been travelling along reasonably well over the past year or so, with inflation contained and the unemployment rate easing to what has been considered the ‘full employment’ rate of 5.0 per cent.
So, what’s been supporting the economy? It’s been growth across several fronts.
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