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Managed Accounts

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Managed accounts and the future of portfolio construction

With $233 billion under management, managed accounts are evolving into diversified, transparent, and liquid investment frameworks. The rise of ETFs and private markets marks a shift in portfolio design and discipline. 

Seven factors driving growth in Managed Accounts

As Managed Accounts surge through $100 billion for the first time, the line between retail, wholesale and institutional capabilities and portfolios continues to blur. Lower costs help with best interest duties.

5 flexible features of Managed Accounts

Managed Accounts are not only an investment platform and administration system. They represent a flexible way to offer financial advice, with scale and transparency advantages, but watch the cost.

Four drivers of growth in managed accounts

Several factors contribute to the growth in managed accounts, which are like ‘implemented advice’ for investors. Despite the fallout from the Royal Commission, these factors are largely unaffected so growth should continue.

10 tips for choosing a managed account

Choosing the right managed account can be achieved more effectively by checking certain key features including fee structures, investment strategies, independence, performance and risk metrics.

Why more financial advisers are moving to 'independence'

More advisers want control over their businesses for the benefit of themselves and their clients rather than operating under institutional guidelines, and software providers are facilitating the change.

Managed accounts enter the mainstream

Managed accounts are becoming more mainstream. They allow investment transparency, better performance analysis and improved tax optimisation versus some other structures.

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Welcome to Firstlinks Edition 648 with weekend update

This is my last edition as Editor of Firstlinks. I’m moving onto a new role though the newsletter will remain in good hands until my permanent replacement is found.

  • 5 February 2026

Welcome to Firstlinks Edition 646 with weekend update

There’s one surprising area of the market that’s been left behind over the past year: quality stocks. Not only in Australia, but globally. The likes of REA, CAR Group, and Aristocrat may offer opportunities in an overpriced market.

  • 22 January 2026

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