Guide to Managed Accounts 2020

managed-accounts/MDA/managed-discretionary-accounts/

13 August 2020
| By Money |
image
image image
expand image

The level of faith directed by financial advisers towards managed accounts structures appears to have been justified by the durability they have exhibited in the face of the COVID-19 pandemic. There seems little doubt that, by and large, managed accounts structures have proved durable and effective in so far meeting the challenges of the COVID-19 pandemic.

The managed accounts sector finished 2019 in good shape and so it was axiomatic that it should be well placed to deal with some the extraordinary challenges which confronted the whole of the Australian financial services industry in March and April, 2020. Indeed it is probably indicative of the robust shape of the managed accounts sector that in the midst of all the COVID-19 uncertainty, managed accounts services were continuing to be launched.

Click here to download as a PDF

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 months ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 4 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

3 months ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

1 week ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

3 weeks ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

2 weeks 5 days ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND
moneymanagement logo