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
There is a gap in the market for Australian advisers to help individuals with succession planning as the country has been noted by Capital Group for being overly “hands off” around inheritances.
ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager.
Private market secondaries manager Coller Capital has unveiled a new education platform to improve advisers’ and investors’ understanding of secondaries.
In the run-up to heavy losses expected at the end of the financial year, June has already reported consecutive weeks of adviser losses.
