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Nathan Lim will become Lonsec s new chief investment officer and executive director of its investment solutions division, while Deanne Baker will serve as deputy chief investment officer. ....
The idea that managed accounts could give back around 40 per cent of a standard work week seems crazy, but has been backed up by research from Investment Trends. ....
Managed accounts present a clear value proposition for most advice practices, with the agility of its operations meaning trades can happen across the board and in an instant. So what’s it like for a firm going from wrap platforms to managed account platforms? What are the challenges, dangers and opportunities? Also, what's the product landscape like, how do the big producers like Blackrock put model portfolios together and to what level does consultancy with advisers come into play? ....