--- title: Dynamic Asset Adviser Articles | Total Portfolio Management description: Total Portfolio Management | The Dynamic Asset Articles Page is where you'll find useful information about Goals Based Investing and managed investment services. If you're a financial adviser who is looking for an alternative to conventional managed superannuation and other investments, subscribe to receive regular updates. It's time for a better way. --- [![Dynamic_Asset](https://www.dynamicasset.com.au/hs-fs/hubfs/DynamicAssets/logos/Dynamic_Assets.png?width=700&name=Dynamic_Assets.png "Dynamic_Asset")](https://www.dynamicasset.com.au) ![home-banner](https://www.dynamicasset.com.au/hs-fs/hubfs/DynamicAssets/images/home/home-banner.jpg?width=1920&name=home-banner.jpg "home-banner") # ARTICLES [![Challenging the misconceptions of a managed accounts transition](https://www.dynamicasset.com.au/hubfs/Managed%20Accounts%20Transition%201200px.jpg) ](https://www.dynamicasset.com.au/adviser-articles/challenging-the-misconceptions-of-a-managed-accounts-transition) ## [Challenging the misconceptions of a managed accounts transition](https://www.dynamicasset.com.au/adviser-articles/challenging-the-misconceptions-of-a-managed-accounts-transition) By [Matthew Walker](https://www.dynamicasset.com.au/adviser-articles/author/matthew-walker) | 14 Aug, 2023 | [Financial Adviser Portfolio Solutions](https://www.dynamicasset.com.au/adviser-articles/tag/financial-adviser-portfolio-solutions), [Dynamic Asset Allocation](https://www.dynamicasset.com.au/adviser-articles/tag/dynamic-asset-allocation), [portfolio management](https://www.dynamicasset.com.au/adviser-articles/tag/portfolio-management), [Total Portfolio Management](https://www.dynamicasset.com.au/adviser-articles/tag/total-portfolio-management), [Active Asset Allocation](https://www.dynamicasset.com.au/adviser-articles/tag/active-asset-allocation), [Dynamic Asset Portfolio Construction Tool](https://www.dynamicasset.com.au/adviser-articles/tag/dynamic-asset-portfolio-construction-tool), [Managed Portfolios](https://www.dynamicasset.com.au/adviser-articles/tag/managed-portfolios) - [Tweet](https://twitter.com/share) 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.  [Read More](https://www.dynamicasset.com.au/adviser-articles/challenging-the-misconceptions-of-a-managed-accounts-transition) [![Client focused finanical advisers are more successful](https://www.dynamicasset.com.au/hubfs/Client%20focused%20advice%201200px.jpg) ](https://www.dynamicasset.com.au/adviser-articles/client-focused-financial-advisers-are-more-successful) ## [Client-focused financial advisers are more successful](https://www.dynamicasset.com.au/adviser-articles/client-focused-financial-advisers-are-more-successful) By [Matthew Walker](https://www.dynamicasset.com.au/adviser-articles/author/matthew-walker) | 19 Aug, 2022 | [Financial Adviser Portfolio Solutions](https://www.dynamicasset.com.au/adviser-articles/tag/financial-adviser-portfolio-solutions), [portfolio management](https://www.dynamicasset.com.au/adviser-articles/tag/portfolio-management), [Total Portfolio Management](https://www.dynamicasset.com.au/adviser-articles/tag/total-portfolio-management), [Client focused advice](https://www.dynamicasset.com.au/adviser-articles/tag/client-focused-advice), [Holistic strategic financial advice](https://www.dynamicasset.com.au/adviser-articles/tag/holistic-strategic-financial-advice) - [Tweet](https://twitter.com/share) In 2022, the most successful financial planning businesses operate a model focused on client-centric holistic strategic advice, rather than investment management, as their key service offering. [Read More](https://www.dynamicasset.com.au/adviser-articles/client-focused-financial-advisers-are-more-successful) [![Financial advisers need a smarter, faster, better all-of-business solution](https://www.dynamicasset.com.au/hubfs/Faster%20smarter%20bettter%201200px.jpg) ](https://www.dynamicasset.com.au/adviser-articles/smarter-faster-better.-the-benefits-of-adviser-portfolio-solutions) ## [Smarter, faster, better. The benefits of adviser portfolio solutions](https://www.dynamicasset.com.au/adviser-articles/smarter-faster-better.-the-benefits-of-adviser-portfolio-solutions) By [Matthew Walker](https://www.dynamicasset.com.au/adviser-articles/author/matthew-walker) | 08 Aug, 2022 | [Financial Adviser Portfolio Solutions](https://www.dynamicasset.com.au/adviser-articles/tag/financial-adviser-portfolio-solutions), [Dynamic Asset Allocation](https://www.dynamicasset.com.au/adviser-articles/tag/dynamic-asset-allocation), [portfolio management](https://www.dynamicasset.com.au/adviser-articles/tag/portfolio-management), [Total Portfolio Management](https://www.dynamicasset.com.au/adviser-articles/tag/total-portfolio-management), [Active Asset Allocation](https://www.dynamicasset.com.au/adviser-articles/tag/active-asset-allocation), [Dynamic Asset Portfolio Construction Tool](https://www.dynamicasset.com.au/adviser-articles/tag/dynamic-asset-portfolio-construction-tool), [Managed Portfolios](https://www.dynamicasset.com.au/adviser-articles/tag/managed-portfolios) - [Tweet](https://twitter.com/share) 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? [Read More](https://www.dynamicasset.com.au/adviser-articles/smarter-faster-better.-the-benefits-of-adviser-portfolio-solutions) [![Managed Portfolios that Put Advisers in Control](https://www.dynamicasset.com.au/hubfs/Managed%20Portfolios%201200px.jpg) ](https://www.dynamicasset.com.au/adviser-articles/managed-portfolios-that-put-advisers-in-control) ## [Managed Portfolios that Put Advisers in Control](https://www.dynamicasset.com.au/adviser-articles/managed-portfolios-that-put-advisers-in-control) By [Matthew Walker](https://www.dynamicasset.com.au/adviser-articles/author/matthew-walker) | 19 Jul, 2022 | [Financial Adviser Portfolio Solutions](https://www.dynamicasset.com.au/adviser-articles/tag/financial-adviser-portfolio-solutions), [Dynamic Asset Allocation](https://www.dynamicasset.com.au/adviser-articles/tag/dynamic-asset-allocation), [portfolio management](https://www.dynamicasset.com.au/adviser-articles/tag/portfolio-management), [Total Portfolio Management](https://www.dynamicasset.com.au/adviser-articles/tag/total-portfolio-management), [Active Asset Allocation](https://www.dynamicasset.com.au/adviser-articles/tag/active-asset-allocation), [Dynamic Asset Portfolio Construction Tool](https://www.dynamicasset.com.au/adviser-articles/tag/dynamic-asset-portfolio-construction-tool), [Managed Portfolios](https://www.dynamicasset.com.au/adviser-articles/tag/managed-portfolios) - [Tweet](https://twitter.com/share) 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. [Read More](https://www.dynamicasset.com.au/adviser-articles/managed-portfolios-that-put-advisers-in-control) [![](https://www.dynamicasset.com.au/hubfs/Portfolio%20Builder%201200px.png) ](https://www.dynamicasset.com.au/adviser-articles/the-portfolio-builder-that-aligns-your-investment-goals) ## [The portfolio builder that aligns your investment goals](https://www.dynamicasset.com.au/adviser-articles/the-portfolio-builder-that-aligns-your-investment-goals) By [Matthew Walker](https://www.dynamicasset.com.au/adviser-articles/author/matthew-walker) | 05 Jul, 2022 | [Financial Adviser Portfolio Solutions](https://www.dynamicasset.com.au/adviser-articles/tag/financial-adviser-portfolio-solutions), [Dynamic Asset Allocation](https://www.dynamicasset.com.au/adviser-articles/tag/dynamic-asset-allocation), [portfolio management](https://www.dynamicasset.com.au/adviser-articles/tag/portfolio-management), [Total Portfolio Management](https://www.dynamicasset.com.au/adviser-articles/tag/total-portfolio-management), [Active Asset Allocation](https://www.dynamicasset.com.au/adviser-articles/tag/active-asset-allocation), [Dynamic Asset Portfolio Construction Tool](https://www.dynamicasset.com.au/adviser-articles/tag/dynamic-asset-portfolio-construction-tool) - [Tweet](https://twitter.com/share) 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. [Read More](https://www.dynamicasset.com.au/adviser-articles/the-portfolio-builder-that-aligns-your-investment-goals) [![New Ecomonic Regime](https://www.dynamicasset.com.au/hubfs/Regime%20Change%201200px.png) ](https://www.dynamicasset.com.au/adviser-articles/the-new-economic-regime-is-here) ## [The new economic regime is here](https://www.dynamicasset.com.au/adviser-articles/the-new-economic-regime-is-here) By [Matthew Walker](https://www.dynamicasset.com.au/adviser-articles/author/matthew-walker) | 16 Jun, 2022 | [Financial Adviser Portfolio Solutions](https://www.dynamicasset.com.au/adviser-articles/tag/financial-adviser-portfolio-solutions), [Dynamic Asset Allocation](https://www.dynamicasset.com.au/adviser-articles/tag/dynamic-asset-allocation), [portfolio management](https://www.dynamicasset.com.au/adviser-articles/tag/portfolio-management), [The Lander Report](https://www.dynamicasset.com.au/adviser-articles/tag/the-lander-report), [Total Portfolio Management](https://www.dynamicasset.com.au/adviser-articles/tag/total-portfolio-management), [Active Asset Allocation](https://www.dynamicasset.com.au/adviser-articles/tag/active-asset-allocation) - [Tweet](https://twitter.com/share) 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.  [Read More](https://www.dynamicasset.com.au/adviser-articles/the-new-economic-regime-is-here) [![A new era of business risk for financial advisers](https://www.dynamicasset.com.au/hubfs/Adviser%20Risk%201200px.jpg) ](https://www.dynamicasset.com.au/adviser-articles/a-new-era-of-business-risk-for-financial-advisers) ## [A new era of business risk for financial advisers](https://www.dynamicasset.com.au/adviser-articles/a-new-era-of-business-risk-for-financial-advisers) By [Matthew Walker](https://www.dynamicasset.com.au/adviser-articles/author/matthew-walker) | 07 Jun, 2022 | [Financial Adviser Portfolio Solutions](https://www.dynamicasset.com.au/adviser-articles/tag/financial-adviser-portfolio-solutions), [Dynamic Asset Allocation](https://www.dynamicasset.com.au/adviser-articles/tag/dynamic-asset-allocation), [portfolio management](https://www.dynamicasset.com.au/adviser-articles/tag/portfolio-management), [The Lander Report](https://www.dynamicasset.com.au/adviser-articles/tag/the-lander-report), [Total Portfolio Management](https://www.dynamicasset.com.au/adviser-articles/tag/total-portfolio-management), [Active Asset Allocation](https://www.dynamicasset.com.au/adviser-articles/tag/active-asset-allocation) - [Tweet](https://twitter.com/share) 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. [Read More](https://www.dynamicasset.com.au/adviser-articles/a-new-era-of-business-risk-for-financial-advisers) [![time for advisers to drop the 60/40 asset allocation](https://www.dynamicasset.com.au/hubfs/6040%20Portfolio%20Allocation%201200px.jpg) ](https://www.dynamicasset.com.au/adviser-articles/why-its-time-for-advisers-to-drop-the-60/40-asset-allocation) ## [Why it's time for advisers to drop the 60/40 asset allocation](https://www.dynamicasset.com.au/adviser-articles/why-its-time-for-advisers-to-drop-the-60/40-asset-allocation) By [Matthew Walker](https://www.dynamicasset.com.au/adviser-articles/author/matthew-walker) | 21 Jun, 2021 | [goals based investing](https://www.dynamicasset.com.au/adviser-articles/tag/goals-based-investing), [managed investment portfolio](https://www.dynamicasset.com.au/adviser-articles/tag/managed-investment-portfolio), [Managed Investment Services](https://www.dynamicasset.com.au/adviser-articles/tag/managed-investment-services), [investment portfolios](https://www.dynamicasset.com.au/adviser-articles/tag/investment-portfolios), [portfolio management](https://www.dynamicasset.com.au/adviser-articles/tag/portfolio-management), [Managed Accounts](https://www.dynamicasset.com.au/adviser-articles/tag/managed-accounts), [Total Portfolio Management](https://www.dynamicasset.com.au/adviser-articles/tag/total-portfolio-management), [Managed Account Solution](https://www.dynamicasset.com.au/adviser-articles/tag/managed-account-solution), [60 40 asset allocation](https://www.dynamicasset.com.au/adviser-articles/tag/60-40-asset-allocation) - [Tweet](https://twitter.com/share) Structural changes in global investment markets are casting doubt on the revered 60/40 asset allocation traditionally utilised by financial advisors. Rather than boosting returns and protecting investors during downturns, it could fail to deliver an adequate mix of protection and returns.  [Read More](https://www.dynamicasset.com.au/adviser-articles/why-its-time-for-advisers-to-drop-the-60/40-asset-allocation) [![InterPrac has added Dynamic Asset Managed Account portfolios to their Approved Product List (APL).](https://www.dynamicasset.com.au/hubfs/Untitled.jpg) ](https://www.dynamicasset.com.au/adviser-articles/interprac-adds-dynamic-asset-portfolios-to-approved-product-list) ## [InterPrac adds Dynamic Asset Portfolios to Approved Product List](https://www.dynamicasset.com.au/adviser-articles/interprac-adds-dynamic-asset-portfolios-to-approved-product-list) By [Matthew Walker](https://www.dynamicasset.com.au/adviser-articles/author/matthew-walker) | 01 Jun, 2021 | [goals based investing](https://www.dynamicasset.com.au/adviser-articles/tag/goals-based-investing), [managed investment portfolio](https://www.dynamicasset.com.au/adviser-articles/tag/managed-investment-portfolio), [Managed Investment Services](https://www.dynamicasset.com.au/adviser-articles/tag/managed-investment-services), [client satisfaction](https://www.dynamicasset.com.au/adviser-articles/tag/client-satisfaction), [meeting client needs](https://www.dynamicasset.com.au/adviser-articles/tag/meeting-client-needs), [investment portfolios](https://www.dynamicasset.com.au/adviser-articles/tag/investment-portfolios), [portfolio management](https://www.dynamicasset.com.au/adviser-articles/tag/portfolio-management), [Managed Accounts](https://www.dynamicasset.com.au/adviser-articles/tag/managed-accounts), [Total Portfolio Management](https://www.dynamicasset.com.au/adviser-articles/tag/total-portfolio-management), [Managed Account Solution](https://www.dynamicasset.com.au/adviser-articles/tag/managed-account-solution), [Approved Product List](https://www.dynamicasset.com.au/adviser-articles/tag/approved-product-list) - [Tweet](https://twitter.com/share) Listed Australian Financial Services Group, InterPrac, has added Dynamic Asset Managed Account portfolios to their Approved Product List (APL). [Read More](https://www.dynamicasset.com.au/adviser-articles/interprac-adds-dynamic-asset-portfolios-to-approved-product-list) [![How to differentiate your financial advice business](https://www.dynamicasset.com.au/hubfs/Differentiate%20Blog%20130521%201200px.jpg) ](https://www.dynamicasset.com.au/adviser-articles/the-value-of-differentiating-your-advice-business) ## [The value of differentiating your advice business](https://www.dynamicasset.com.au/adviser-articles/the-value-of-differentiating-your-advice-business) By [Matthew Walker](https://www.dynamicasset.com.au/adviser-articles/author/matthew-walker) | 17 May, 2021 | [goals based investing](https://www.dynamicasset.com.au/adviser-articles/tag/goals-based-investing), [managed investment portfolio](https://www.dynamicasset.com.au/adviser-articles/tag/managed-investment-portfolio), [Managed Investment Services](https://www.dynamicasset.com.au/adviser-articles/tag/managed-investment-services), [client satisfaction](https://www.dynamicasset.com.au/adviser-articles/tag/client-satisfaction), [meeting client needs](https://www.dynamicasset.com.au/adviser-articles/tag/meeting-client-needs), [investment portfolios](https://www.dynamicasset.com.au/adviser-articles/tag/investment-portfolios), [portfolio management](https://www.dynamicasset.com.au/adviser-articles/tag/portfolio-management), [Managed Accounts](https://www.dynamicasset.com.au/adviser-articles/tag/managed-accounts), [Total Portfolio Management](https://www.dynamicasset.com.au/adviser-articles/tag/total-portfolio-management), [Managed Account Solution](https://www.dynamicasset.com.au/adviser-articles/tag/managed-account-solution) - [Tweet](https://twitter.com/share) When prospective clients ask why they should choose your advice firm over another, are you able to provide them with a compelling reason that clearly makes you stand out from the competition? [Read More](https://www.dynamicasset.com.au/adviser-articles/the-value-of-differentiating-your-advice-business) [All posts](https://www.dynamicasset.com.au/adviser-articles/all) [Next](https://www.dynamicasset.com.au/adviser-articles/tag/total-portfolio-management/page/2) ### ABOUT THIS PAGE 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. ### Subscribe Here! ### Topics - [portfolio management (68)](https://www.dynamicasset.com.au/adviser-articles/tag/portfolio-management) - [Dynamic Asset Allocation (47)](https://www.dynamicasset.com.au/adviser-articles/tag/dynamic-asset-allocation) - [Adviser investment (45)](https://www.dynamicasset.com.au/adviser-articles/tag/adviser-investment) - [Financial Adviser Portfolio Solutions (38)](https://www.dynamicasset.com.au/adviser-articles/tag/financial-adviser-portfolio-solutions) - [Managed Accounts (38)](https://www.dynamicasset.com.au/adviser-articles/tag/managed-accounts) - [goals based investment (36)](https://www.dynamicasset.com.au/adviser-articles/tag/goals-based-investment) - [financial adviser services (30)](https://www.dynamicasset.com.au/adviser-articles/tag/financial-adviser-services) - [managed investment portfolio (28)](https://www.dynamicasset.com.au/adviser-articles/tag/managed-investment-portfolio) - [Goals Based Advice (27)](https://www.dynamicasset.com.au/adviser-articles/tag/goals-based-advice) - 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