In this video panel moderator David Heather from managedaccounts.com.au discusses the difference between working with managed fund specialists and model portfolio managers. Financial advisers share their experience on transitioning
from an advice business without a managed accounts offering to one with a full suite of services, including MAs.
David is joined by Grant Chapman from Integrated Financial Solutions Group, Mark McLennan from Redgum Wealth Group and Patrick Nalty from Paradigm Wealth Management.
Click here for more videos from the 2015 Managed Accounts Forum.