Month: August 2018

Managed Accounts – What is all the fuss about ?

I came across this article that I wrote about in 2006 which may have been a tad ahead of the banking and financial services royal commission that is currently on in Australia. Interestingly the message is still very valid though – how managed accounts stand to change the investment management landscape… ITMAMarch06

What is defining the new ‘right to serve’ in wealth management

Globally, the reputation of the wealth management industry is under some fire right now, and I cannot see it letting up. In Australia, we are having a Banking Royal Commission into financial services, and wealth management is taking quite some heat. The very public shortfalls from large institutions is now a matter of public record,…
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What is the optimal mind machine balance in wealth management

We are starting to hear a lot about mind machine balance in this rapidly evolving world of AI (artificial intelligence), and the wealth management industry is not immune from such. In short what I understand appears to be generally accepted across the board is: all functions that are operational processes with little or no judgement required…
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