About Stuart Holdsworth

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So far Stuart Holdsworth has created 110 blog entries.

Managed Accounts …Explained

Over the years, there has been much developments with managed accounts, and with it has brought on a myriad of terminology and acronyms that unlike the firm 'legally defined' boundaries of a ‘unit trust’, the boundaries and differentiations are somewhat less rigid, and in many cases overlap. Many have been confused by this, which has [...]

By | September 21st, 2018|Uncategorized|0 Comments

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

By | August 24th, 2018|Uncategorized|0 Comments

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, [...]

By | August 24th, 2018|Uncategorized|0 Comments

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 [...]

By | August 24th, 2018|Uncategorized|0 Comments

Best interest considerations in platform choice for investors

Much debate in Australia at the moment around platform pricing, and with the royal commission going on, the whole subject of what platforms are in relation to the client's best interest is kicking up. My observation is that a lot of this discussion is naturally coming from an industry centric perspective, and incremental improvements from [...]

By | July 26th, 2018|Uncategorized|0 Comments

The Importance of Continuous Portfolio Monitoring

White Paper - The Importance of Portfolio Monitoring Good paper in the link above on the importance of continual portfolio monitoring in retail wealth propositions today. An essential read for advisory firms considering new additions in their wealth management propositions.

By | June 13th, 2018|Uncategorized|0 Comments

Carl Brazendale Joins Financial Simplicity and Chief Commercial Officer

It is with great pleasure that we welcome Carl Brazendale to Financial Simplicity as Chief Commercial Officer. Carl is responsible for the commercial growth of the company.  Carl will also ensure that Financial Simplicity has a continual focus on solving our client’s and the market needs.  Carl has spent over 25 years servicing financial services firms [...]

By | April 20th, 2018|Uncategorized|0 Comments

PwC Wealth Report

Some really good themes and content in the PwC report at https://www.pwc.com.au/publications/pdf/avm-aj-25-october.pdf  

By | April 3rd, 2018|Uncategorized|0 Comments

Advisory and Discretionary Portfolio Propositions

One the most read articles on our blog is about the pros and cons of advisory and discretionary portfolio services, and the decision to go one way or the other (or both) continues to be one of the first questions I get asked about by advisers and licensees in our engagement process to help them. [...]

By | October 26th, 2017|Uncategorized|0 Comments

Financial advisers set to become the new fund managers

I really like the opening sentence on this article of 'Technology is enabling financial planners to climb the value ladder, but at the same time it is kicking out the rungs behind them as they go.' The growing trend of management margin and service moving to advisers described well here. Financial Simplicity's Nudge service is [...]

By | August 29th, 2017|Uncategorized|0 Comments