Who and what is driving managed accounts?
What is driving the upturn in interest in managed accounts and who are the major beneficiaries?
That is the question which sits at the centre of Money Management’s new research exercise which seeks to get to the bottom of the rise and rise of the managed accounts sector which, in turn, has helped give new impetus to the platform industry and notable players such as netwealth and HUB24.
It is a sector which has so far given rise to the creation of new industry representative bodies, the public listing of platform providers and the reshaping of institutional offerings, but who is really securing the spoils?
Advisers who complete the survey will be in the running to win a bottle of Penfolds Grange Hermitage wine. Please take a few minutes to complete our survey.
Results of the research will be announced at Money Management’s Future of Wealth Management event to be held on the Gold Coast in August.
Recommended for you
A strong demand for core fixed income solutions has seen the Betashares Australian Composite Bond ETF surpass $1 billion in funds under management, driven by both advisers and investors.
As the end of the year approaches, two listed advice licensees have seen significant year-on-year improvement in their share price with only one firm reporting a loss since the start of 2025.
Having departed Magellan after more than 18 years, its former head of investment Gerald Stack has been appointed as chief executive of MFF Group.
With scalability becoming increasingly important for advice firms, a specialist consultant says organisational structure and strategic planning can be the biggest hurdles for those chasing growth.
