Executive guide to managed accounts
Understand the role managed accounts can play in your business and the important factors to consider prior to their implementation.Download special report
Learn about the current managed accounts landscape from Netwealth's head of managed accounts, Steve Thomas, and find out where he sees the future of managed accounts going - it's all about sophistication and customisation.
Managed accounts are quickly becoming a mainstream investment solution, utilising technology and matching consumer and advisers desire for more control and transparency. Find out what they offer.
Scalability is a key challenge for all growing businesses because it requires time, strong leadership, the right people, and good resources. In this article we have five tips that businesses may find useful when looking to scale.
The Australian managed accounts industry is still very much in its infancy, yet the growth rate has been staggering. Matt Heine, joint managing director at Netwealth looks into why managed accounts are becoming so popular.
Considering whether managed accounts are the right business solution for you? This article delves into each of the available options and highlights many of the question to ask yourself in order to choose the right path for you.
If you're thinking of using managed accounts in your business, there are a few important questions to consider to ensure you implement the solution that best meets you and your clients' needs.
David Wright, Managing Partner at Zenith Investments Partners explains what is required of an advice group that wants to become more involved in managing their clients' portfolios.
This looks into Stanford Brown's managed accounts journey - from why they considered managed accounts as a business solution, to how clients have responded to this new service offering.
Industry leaders explore the benefits managed accounts can bring to your business beyond soley product. They discuss how they can increase back-office efficiency, enable better scalability, and drive higher levels of client engagement.
The rising demand for managed accounts in Australia is difficult to ignore. Explore the drivers of this heightened demand and the many benefits managed accounts can provide to advisers and their client
Discover GPS Wealth's thought process and business journey when deciding on the best managed account solution for their company. They explored IMAs vs SMAs, private-labelled managed accounts and how to educate their clients.
When setting out to establish a managed account solution for your business, you need to be aware that there are different business models that managed accounts can support. Find out the pros and cons of these offerings.
Discover why these industry leaders are advocates of managed account solutions.