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|Managed Accounts|0 Comments

SMAs are Not Enough

Interesting article highlighting the lack of clarity between SMAs / Platforms etc. It would appear that this has begun to be a war of words rather than of service levels to clients. Limited investment choice By Vishal Teckchandani Mon 08 Sep 2008 Using SMAs alone to build client portfolios does not provide enough asset class [...]

By | September 7th, 2008|Managed Accounts|0 Comments