SOBRE ESTE PODCAST 🔗
This pioneering four-part podcast series will tell the story of the rise and rise of managed accounts, demystifying this trend and unpacking the client and adviser benefits, role of asset consultants and investment committees, alongside regulatory issues and critiques. It will aim to provide guidance for best practice investment governance and client outcomes.
Apresentadores:
Frequência de atualização:
monthly
Duração média do áudio:
33 minutes
Entrevistas com convidados
Inglês
Estados Unidos da América
4 episódios
desde 18 de Março de 2026
episodic
ÚLTIMO EPISÓDIO 🔗
In the fourth episode of Managed Accounts Decoded, Retirement Magazine editor Simon Hoyle is joined by North's David Hutchinson, The Conexus Institute's David Bell, and Bec Wilson to discuss the Epic Retirement Tick, the role of managed accounts in personalised retirement planning, and the challeng…
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EPISÓDIOS ANTERIORES 🔗
Sticky inflation, bifurcated equity markets and an uncertain rate environment are the challenges facing investors in the market today, according to AMP chief investment officer Anna Shelley and general manager of investments Stuart Eliot.
The managed accounts sector is approaching the $300 billion milestone and that growth means having more frank conversations about transparency and the importance of advisors aligning their managed accounts with client needs.
In the first episode of the new Managed Accounts Decoded podcast series, Conexus Financial editor-in-chief Aleks Vickovich sits down with North head of managed portfolios and investments Dipin Arora and IMAP chair Toby Potter to discuss the rise and rise of managed accounts, what it means for consu…
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Aviso: O podcast e a arte incorporada nesta página são de Professional Planner , que é propriedade de seu proprietário e não é afiliado ou endossado por Listen Notes, Inc.
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