Events > Best Practice Series > Managed Accounts > 2021
Managed Accounts: Have we (the industry) delivered on the hype?
Thursday, 25 November 2021
Michelle Baltazar (Editor-in-Chief & Publisher, Financial Standard)
Christopher (Chris) Mather (Head of Distribution, BT Open, BT)
Neil Younger (Managing Director, Fortnum Private Wealth Ltd)
Brent Bevan (Head of Investment Consulting (Managed Account), MLC Asset Management Pty Limited)

  • Have managed accounts lived up to their promise? We'll look at the report card for clients, advisers and providers
  • Are transparency, better client experience, flexibility, efficiency as well as improved governance and compliance results being realised?
  • What challenges persist and where do the opportunities lie for advisers and providers?

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