The state of managed accounts. Past. Present. Future.

Date: 08 November 2017

Are you thinking of moving up the value chain and creating a customised investment proposition for your clients? Is your existing investment proposition ready for an efficiency overhaul?

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.

If you missed the session you can catch up with a recording and podcast of the webinar, and the presentation slides below, or read the article Why advice businesses are shifting to private label managed accounts based on the presentation.


1. Webinar recording

2. Webinar slides

3. Building a business case for a Private Label Managed Account

Building a business case for a Private Label Managed Account

What to consider when establishing your private label managed account.

Download guide

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.