The momentum towards managed accounts is unmistakable. A noteworthy jump from 17% to 56% in the decade to 2023, with Investment Trends highlighting that more advisers are tapping into its potential. By the end of 2022, $144.5B was under management in this model, as noted by IMAP.
Advisers who follow Dynamic Asset will know that we readily share our thoughts on markets, the economy, portfolio management, and ways for advisers to get ahead.
The Merriam-Webster Dictionary defines the word solution as: the action or process of solving a problem. Using this definition is a helpful way of assessing the benefit of the many investment solutions available to advisers today. Does what's on offer genuinely solve your business problem?
The superannuation and investment market is rapidly transitioning to Managed Accounts, with many also electing to use Managed Portfolio solutions as part of that transition. Funds in Managed Accounts are now estimated to be over $145B*. It's for good reason. Increasing client awareness and the rising costs of compliance reducing adviser margins demand new ways to satisfy clients and drive business efficiency.
Investment portfolio management is central to every financial adviser's value proposition and day-to-day life. How you go about portfolio management for your clients and your business creates client value and maximises your workflow efficiency.
It was nearly 60 years ago, back in 1964, that Bob Dylan wrote his anthem of change: The Times They Are a-Changin'. And so they were.
As the pressure on the economy and markets rises, so too does the business risk that financial advisers face in relation to being able to deliver portfolio returns client's need and to any investment-linked revenue.
Rising inflation, tightening interest rates and market volatility are firmly established trends for 2022. It’s a state of play that puts the active asset allocation front and centre.
