Perspectives - Winter 2018

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Managed Accounts Post Royal Commission

The adoption of managed accounts over the past three or four years – there is now approximately $60 billion invested in various forms of SMA and MDA – has been driven by a number of separate factors.

Drop in Retiree spending faster than expected

The rate of spending by retirees dramatically decreases as they age, more so than widely accepted, suggesting that existing retirement spending models need to be reappraised, according to the latest analysis from actuarial research firm, Milliman.

Managed account FUM up 19%

The growth in managed account funds continues unabated, with funds under management (FUM) now standing at $57.05 billion – an 18.9 per cent increase in the six months to 31 December 2017.

A compelling offering

Perspectives asks two Chief Investment Officers the following question: What is currently worrying you about your managed account offering?

The three pillars of MDAs

As an early adopter of managed accounts, Patrick Nalty believes that the MDA environment has provided positive outcomes for his clients and his business, but admits it’s a journey not suited to all planning businesses. He talks to Jayson Forrest.

The building blocks of business

The building blocks of business In March, the 2018 IMAP Adviser Roadshow reached over 420 industry professionals across three capital cities – Brisbane, Melbourne and Sydney. Jayson Forrest reviews some of the highlights of this year’s roadshow, including in-depth reviews of three topical sessions.

Expect the unexpected

Jonathan Hoyle provides an insight into the managed accounts offering at Stanford Brown, including the key lessons learnt in rolling out this service.

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