Better client outcomes and conversations through managed accounts

 
Date: 03 October 2016

During our August 2016 webinar Rainmaker Group's Director of Research and Compliance, Alex Dunnin shared key findings from their latest research on managed accounts and what it means for financial advisers.

The webinar session includes:

  • Key findings from the latest Rainmaker research on how financial advisers use managed accounts
  • Latest news and industry developments on managed accounts in the past 12-24 months
  • Growth drivers of the segment based on broader industry trends, including the impact of new technologies
  • Reasons the Self Managed Super Funds (SMSFs) sector will shape product development and innovation
  • Next big wave, the managed accounts pioneers (adviser case study) and global managed accounts trends

If you missed the session, you can catch up with a recording of the webinar and the presentation slides below.

 

1. Webinar recording

 

2. Webinar Slides

 

This webinar is part of a monthly series. Stay tuned for an invitation to next month's webinar. If you are not receiving invitations to netwealth's monthly educational webinar series, please contact us to subscribe to the relevant updates.



Disclaimer

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