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!
Might be a bit different to i the past where at most there was one man from the industry on the loaded enquiry boards a...
Who get's the $10M? Where does the money go?? Might it end up in the CSLR to financially assist duped investors??? ...
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...