POWERED BY MOMENTUM MEDIA
Managed Accounts - Ask the Experts Webinar
Primary image
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 Praemium, MLC, 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!
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Powered by
MOMENTUM
MEDIA
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...