Executive guide to managed accounts

Article

Understanding the fuss around managed accounts

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 many benefits managed accounts can provide to advisers and their clients. Read article >

White paper

Scaling your business with managed accounts

In this white paper discover GPS Wealth's thought process and business journey when deciding on the best managed account solution for their company. Read white paper >

eBook

Managed accounts: A whole of business transformation solution

In this eBook Netwealth explores the role managed accounts can play in your business and raises some important points to consider prior to their implementation. Download eBook > 

Videos

Industry leaders explore the benefits of managed accounts

Discover why these wealth management industry leaders are all advocates of managed account solutions. Watch videos >

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. Read article > 

Meet some of our managed account investment managers

At Netwealth, we partner with advisers to choose the best managed account solution for their business and their clients. There are a number of professionally managed investment models available through the Netwealth Managed Account and each is managed by a trusted and experienced investment expert. Visit page > 

Six questions to consider when implementing a managed account solution

If you are 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 your needs, and those of your clients. Read article > 

Case study: Going beyond product

In this case study, industry leaders explore the benefits managed accounts can bring to your business beyond soley the product. They discuss how their broader utility can increase back-office efficiency in advice businesses, enable better scalability, and drive much higher levels of client engagement than more traditional approaches. Read case study >

 

Netwealth launches global managed account solution

In September 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 and administration. Read article >