Let's talk about managed accounts | FSiTV

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Let's talk about managed accounts

This video series is part of a special report that aims to reboot the conversation around the benefits and relevance of managed accounts.

They have been around for years but there are plenty of reasons why it's time to look at them with a fresh pair of lens.

The benefits are varied - at the very least, managed accounts can deliver $50-100k cost savings annually to a typical advice practice.

Read the article and watch the videos to find out more.

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1

A brighter future: How can managed accounts boost the valuation of an adviser practice

In this video, managed account experts discuss how managed accounts can help financial advisers streamline the day to day running of their clients' investment portfolios. How do managed accounts provide a purer investment experience and offer as much ...

Friday
19 June 2015

2

Why more advisers are offering managed accounts to their clients

Today's wave of managed accounts have resolved many of the limitations of the round of products available six or seven years ago. What does this mean for financial advisers who haven't considered them in the past? Watch the video to find out more.

Friday
19 June 2015

3

Managed accounts: The fast lane to a tailored outcome

Why would clients want to invest under a managed account model? There are several reasons why managed accounts can offer better client outcomes. Watch the video to find out more.

Friday
19 June 2015

4

Why managed accounts suit SMSFs and investors at different life stages

Self managed super funds, Gen X and Gen Y investors, as well as Millenials are used to the immediacy and transparency provided by the internet. The same principles apply under the managed accounts environment. Watch this video to find out why managed ...

Friday
19 June 2015

5

Let's talk about managed accounts: The Pioneers

Andrew Stanley
Head of Australian Equities
Ralton Asset Management Limited

Friday
19 June 2015

6

Let's talk about managed accounts: The Pioneers

Matthew (Matt) Heine
Joint Managing Director
netwealth Investments Limited

Friday
19 June 2015

7

Let's talk about managed accounts: The Pioneers

Stephen Wood
Executive Director, Portfolio Manager
UBS Global Asset Management (Australia) Ltd

Friday
19 June 2015

8

Let's talk about managed accounts: The Pioneers

Matthew Esler
Head of Distribution
Ibbotson Associates

Friday
19 June 2015

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