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HOW MANAGED ACCOUNTS ARE TRANSFORMING FINANCIAL ADVICE BUSINESSES FOR SUSTAINED SUCCESS

The adoption of Managed Accounts has been proliferating in Australia. They fill the need for advisers to deliver professional investment services more efficiently and allow them to concentrate on being a strategic adviser.

One of the challenges for financial advisers in understanding Managed Accounts and selecting Managed Accounts services, is the diversity of offerings available. It can be a confusing landscape.

In this paper, we aim to help advisers understand the scope of Managed Accounts services and their benefits.

Discover:

• The range of Managed Accounts services
• The growing FUM base of Managed Accounts
• The benefits of Managed Accounts for financial advisers
• The benefits of Managed Accounts for investors
• How to select the right Managed Accounts provider
• The Dynamic Asset Managed Accounts Solution