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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.
最新一集 🔗
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 challe...
以前的节目 🔗
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 con...
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