Results for: Managed Accounts
Understanding the fuss around a managed account
The rising demand for managed accounts in Australia is difficult to ignore, especially considering how infrequently they were discussed (and used) only 10 years ago. Explore the drivers of this heightened demand and the many benefits ...
The different flavours of managed accounts
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.
Six questions to consider when implementing a managed account solution
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.
White paper: Scaling your business with managed accounts
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.
Case study: Going beyond product – portfolio solutions using managed accounts
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.
Managed Accounts: A whole of business transformation solution
This eBook explores the role managed accounts can play in your business and raises some important points to consider prior to their implementation.
Industry leaders explore the benefits of managed accounts
Discover why these industry leaders are advocates of managed account solutions.
Netwealth launches global managed account solution
In September '16 Netwealth announced the launch of a new International Managed Account solution which provides investors and advisers with direct access to global equity markets coupled with professional management, trade execution ...
Understanding the fuss around managed accounts
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
Exploring the different managed account options
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.
Case study: Private Label Managed Account Stanford Brown
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.
A researcher’s view of the adviser portfolio management challenge
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.
Beginners guide to Managed Accounts
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.
Five tips to help you grow and scale your business
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 state of managed accounts. Past. Present. Future.
Hear from Netwealth's Paul O'Connor, Head of Investment Management & Research, on how a private label managed account solution can bring together advice, investment and administration to deliver a seamless client experience.
Managed accounts are not all the same
Despite their many benefits, not all managed accounts are the same; neither are their underlying technologies. Here we explore their differences and why investors should do their research before taking the leap.
Why advice businesses are shifting to private label managed accounts
Learn about the evolution of managed accounts, the shift to a private label structure, and key benefits and considerations for advice businesses from Netwealth's Paul O'Connor.
Building the business case For a Private Label Managed Account
Learn about the evolution of managed accounts, the shift to private label managed accounts, and key benefits and considerations for advice businesses from Paul O'Connor, Netwealth's head of Investment Management ...
What life really looks like with managed accounts
Examine how managed accounts are being used by advice practices, with a particular focus on how they improve customer engagement and business efficiencies.
Managed accounts: A business transformation solution
Understand the role managed accounts can play in your business and the important factors to consider prior to their implementation.
Managed accounts during volatility and beyond
Learn from four wealth professionals how managed accounts can enhance your client value proposition during volatile times and beyond.
Managed accounts: Going the distance
Discover transformative strategies for your wealth practice in our new white paper, which features case studies, insights from wealth practices, and managed account experts to serve as a roadmap to mastering managed accounts.