Industry leaders explore the benefits of managed accounts

 
Date: 17 October 2016

Discover why Matt Heine, Joint Managing Director at Netwealth; Andrew Stanley, Head of Australian Equities; Stephen Wood, Portfolio Manager, Australian Smaller Companies and Ibbotson (now Morningstar Investment Management Australia) are all advocates of managed account solutions.

 

Video 1: How implementing managed accounts could be a means to future proof an advice business

Managed accounts can help streamline your day to day business activity, and with the right technology, provide an automated and seamless service offering. Find out how they can improve the efficiency of your advice practice.

Video 2: The timing is ripe for managed accounts

Nowadays, everything can be done at a push of a button. The time is ripe for managed accounts for this very reason.​

Video 3: A win-win for advisers and their clients

Under a managed account, the client can control what's in and out of their investment portfolio. Their individual tax situation and personal preferences can be also factored in. The adviser and the client are working together towards the same goal posts: not just better investment outcomes but better personal outcomes.



Disclaimer

This information has been prepared and issued by Netwealth Investments Limited (Netwealth), ABN 85 090 569 109, AFSL 23097, ARSN 604 930 252. It contains factual information and general financial product advice only and has been prepared without taking into account your individual objectives, financial situation or needs. The information provided is not intended to be a substitute for professional financial product advice and you should determine its appropriateness having regard to your particular circumstances. The relevant disclosure document should be obtained from Netwealth and considered before deciding whether to acquire, dispose of, or to continue to hold, an investment in any Netwealth product. While all care has been taken in the preparation of this information (using sources believed to be reliable and accurate), no person, including Netwealth, or any other member of the Netwealth group of companies, accepts responsibility for any loss suffered by any person arising from reliance on this information.