Managed accounts are quickly emerging as one of the key delivery vehicles for advice. Brett Sanders, CEO of Philo Capital Advisers, and Zac Leman, BT Head of Managed Accounts, discussed some of the key issues facing the uptake of managed accounts by advisers

Speaking at a recent IMAP webinar, Nigel Crampton, Peter Tiffin and Andrew Lowe explored some non-traditional approaches to portfolio construction for delivering income to investors. The webinar was part of an IMAP series hosted by Michael Karagianis - a senior consultant at JANA Investment Advisers.....

"Despite continual threatning market messages - almost all of the main asset classes are doing  well this year, beating inflation, and most are even doing better than their long-term averages", reports Ashley Owen

A Managed Discretionary Account (MDA) can be a complex structure to advise on, with many different components to navigate. Speaking at the IMAP Adviser Roadshow 2021, Michael Mavromatis (Holley Nethercote) provides three tips that advisers and MDA providers should consider. Number 1 "Know your product, know your obligations"...

John Woodley (Fitzpatricks Private Wealth), John Barton (MGD Wealth) and moderator, Greg Miller (Wealth Market) explain the challenges and demands of working with ultra high-net-worth clients.

The appetite of investors and financial planners for managed accounts continues to grow, with new client inflows into managed accounts expected to surge over the next  3 years. 70% of Australian financial planners, representing approximately 12,000 practitioners, are now using managed accounts or intend to - up from 44 per cent in 2012

"The US share market is soaring on strong profit rebounds in the past year, with bullish future profit growth forecasts for the next couple of years.  Bullish profit forecasts with bullish multiples gives us a ‘double-whammy’ of over-pricing." says Ashley Owen.

It’s no easy undertaking to win the prestigious Licensee Managed Account category in the IMAP Managed Accounts Awards, but Morgan Stanley Wealth Management Australia has done it for a second consecutive year - a first by any licensee in this category.

Working with not-for-profit organisations can sound attractive, but it comes with very distinct challenges. Alex Pikoulas CFA (Lipman Burgon & Partners), Greg Barter (Findex) and moderator, Greg Miller (Wealth Market), share their views on not-for-profit clients.