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
Sharing his reasoning in joining the FSC board, WT Financial chief executive, Keith Cullen, believes “product and advice cannot be separated” from each other in the current environment.
The Emerge Foundation, a charity run by financial advisers and fund managers, has announced a scholarship program to help veterans transition into tertiary education.
In an open letter, Sequoia chief executive Garry Crole has hit out against shareholders “with a personal axe to grind” as he fights for his job ahead of an EGM.
The JAWG has announced it is in talks with Treasury around five “core principles” to strengthen the education standards for new entrants to the financial advice space.