Easy for advisers to choose wrong managed account solution if unsure of their own business model and best needs of their clients. At an Institute of Managed Account Providers (IMAP) hosted webinar on Wednesday, Tony McDonald, Director of T&C Consulting, explained the six big questions confronting both advice practices and licensees when looking at the […]
Managed Accounts
SMAs are more tax-efficient than managed funds: Crystal Wealth
Managed accounts in the form of IMAs, SMAs or MDAs are re-emerging as a more transparent, controllable, flexible and tax-efficient way of investing than managed funds, says John McIlroy executive director of Crystal Wealth Partners. With full legal ownership of a ‘professionally managed’ portfolio of stocks resting with the investor under a managed account structure […]
The A to Z of managed accounts
The managed account universe is becoming an alphabet soup of offerings. Crystal Wealth provides a dictionary of terminology to help investors understand the different types of investment services being offered today. Managed accounts are quite different to managed funds. With a managed fund, units in the fund are bought at a given price and investments […]
newsflash: The A to Z of managed accounts?
The A to Z of managed accounts? The managed account universe is becoming an alphabet soup of offerings. Here, Crystal Wealth provides a dictionary of terminology to help investors understand the different types of investment services being offered today. Managed accounts are quite different to managed funds. With a managed fund, units in the fund […]