Perspectives - Autumn 2018


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How are Managed Accounts changing the economics of advice? Toby Potter says that one of the negative responses that the use of managed accounts elicits is that their adoption is simply a revenue grab by advice businesses.

ASIC and MDAs: Jane Eccleston outlines various issues ASIC is dealing with in the MDA sector Jane Eccleston Senior Executive Leader, Investment Managers and Superannuation, ASIC outlines the various issues ASIC is dealing with in the MDA sector, and explains how the regulator continues to work with IMAP on a small number of transitional and implementation issues

IMAP announces inaugural Managed Account Awards. IMAP has announced it will be organising the inaugural IMAP Managed Accounts Awards in August 2018, to coincide with the 2018 IMAP Portfolio Management Conference

Milliman joins IMAP for census. Global actuarial firm, Milliman, has announced its partnership with IMAP in delivering the next update of the Managed Account FUM Census.

Working group kicks off with data standards.The IMAP-led industry working group to develop data standards for the exchange of managed account model data has kicked off.

Praemium adds international to SMA. Managed accounts provider Praemium has enhanced its SMA offering in Australia with the addition of international securities

Aussies still cautious about retirement. Investment Trends says the sense of preparedness by Australians for their retirement has improved slightly over the last 12 months, increasing by 2 per cent to 46 per cent in 2017.

Attention: MDA service providers, deadlines approaching. There are still scores of advisers who operate their MDA service through a regulated platform and are not ready to comply with ASIC’s amended policy say David Court and Frank Varga of Holley Nethercote

Looking back, looking forward Perspectives asks four industry professionals the following question: Knowing what you know now, what would you do differently if you were rolling out a managed account service again? 

Fintech tomorrow and the future of advice As Gihan Perera writes, fintech should be seen as an opportunity for planners to improve their service offering to clients.

Developing the resources to implement a managed account program. When implementing a managed account program, it's critical that advisors and licensees develop and use the right resources to ensure the success of their new service, writes Toby Potter.

5 drivers of profitability. Terry Bell of Business Health provides some tips around business profitability and the ‘not-so-common’ denominator for advice practices.

Fee budgeting in managed accounts. Lukasz de Pourbaix examines the natural tension between fees, investor outcomes and investment philosophy

The retirement riddle: Solving it with data and algorithms. Australia's retirement industry is the envy of the world, yet few Australians know if they're on track for a comfortable retirement.  Wade Matterson says datlution.a and algorithms are a key part of the solution.

Do you know what your clients really want? Sherise Mercer, Head of Macquarie Virtual Adviser Network discusses the top 5 drivers of customer satisfaction.


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