Managed Accounts - Ask the Experts | On-Demand

 

Mastering managed accounts

Managed accounts have become mainstream. No longer the poor cousins to platforms and wraps, Separately Managed Accounts and Individually Managed Accounts are now an integral offering on the major platforms.

Managed accounts now represent one of the fastest-growing segments of the financial services industry and one that demands a thorough understanding by financial advisers seeking to serve the best interests of their clients.

Recognising these new challenges, Money Management is joining with CFS, BT, Macquarie and netwealth to deliver a webinar aimed at explaining the evolving landscape and how planners can act to extract best value for their clients.

The content discussed on the day is driven by you, the reader. Include a question when you register, or shoot them through on the day and have your questions answered live!

 

 

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