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Showing 1 - 6 of 6 results for "Financial Standard Best Practice Managed Accounts Forum"

Household is the future of advice

ALEX BURKE  |  FRIDAY, 9 OCT 2015
The future of financial advice will work at the household or family level, according to SS&C head of Australia and New Zealand Nadine Moore. Speaking at the 2015 Financial Standard Best Practice Managed Accounts Forum, Moore observed the growing role ...

Don't flood managed accounts with excess investment options: advisers

ALEX BURKE  |  THURSDAY, 8 OCT 2015
Tailored investment solutions are more important to advisers using managed accounts than excessively wide ranges of investment choices, according to Rainmaker research. Speaking at the 2015 Financial Standard Best Practice Managed Accounts Forum, Rainmaker ...

GFC drove advisers to managed accounts

ALEX BURKE  |  THURSDAY, 8 OCT 2015
The GFC was a defining chapter in the growth of managed accounts, according to panelists at the 2015 Financial Standard Best Practice Managed Accounts Forum. Speaking on a panel chaired by managedaccounts.com.au chief executive David Heather, Paradigm ...

Managed accounts key to SMSF diversification

ALEX BURKE  |  WEDNESDAY, 7 OCT 2015
Managed accounts are an effective vehicle for mitigating self-managed super fund diversification risk, according to HUB24 head of marketing and distribution Wes Gillett. Speaking to Financial Standard ahead of the 2015 Best Practice Managed Accounts ...

Many APLs still block managed account usage

STAFF WRITER  |  WEDNESDAY, 23 SEP 2015
Despite the rise and rise of managed accounts, financial advisers still report that APL and AFSL restrictions are the main blockage on more of them getting on board with this new way of administering investments. Financial Standard has just completed ...

Best Practice Managed Accounts Forum 2015 registrations open

MARK SMITH  |  TUESDAY, 1 SEP 2015
Registrations are now open for the Financial Standard Best Practice Managed Accounts Forum 2015, which will be held in Sydney on October 8. The one-day professional learning program is designed to inform advisers and other attendees about how managed ...
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