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What will Investment Portfolios look like in 24-25…?

With the end of the financial year, it’s a good time to take a deep breath and refocus on everything else you need to do in an advice business and plan for how you want to manage things in the year ahead.

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Challenging the misconceptions of a managed accounts transition

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. 

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The path to a soft landing is a narrow one, yet stocks hold together

The latest RBA statement highlights the problem of high inflation and that the path to a soft landing is a narrow one. It reiterates the RBA’s commitment to pursuing a 2 – 3 % inflation target, a target which, notably, the current RBA leadership has never sustainably achieved. It flags further interest rate increases too, as has the Federal Reserve. Markets think a further two rate increases in Australia are needed bringing the cash rate to circa 4% and, more importantly, home loan rates beyond 6%. 

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Managing money in 2023: What worked before is no longer working

The Future Fund has started 2023 with continued calls for a reassessment of how investors manage money in a way that's more relevant to current and prospective market conditions. The voices of CEO Raphael Arndt and Chairman Peter Costello are amplified by the considerable authority and accountability of the fund's almost $200 billion under management. They provide vital leadership during this time of dramatic cyclical change and uncertainty.

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Smarter, faster, better. The benefits of adviser portfolio solutions

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?

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Managed Portfolios that Put Advisers in Control

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.

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The Dynamic Asset Articles Page is where you'll find useful information about Goals Based Investing, capital growth, capital protection and managed investment services. If you're an investor or a financial adviser, subscribe to receive regular updates. It's time for a better way.

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