Session 8:
Integrating separately managed accounts into your practice

Facilitator:
Liz Wheatley, Associate Director - Business Development, Wealth Management, Macquarie Group

Adviser Q&A:
Nick Walter, Investment Adviser, Macquarie

• How and why you would use SMAs in client portfolios
• Key benefits to clients and how to position and demonstrate the value of managed accounts
• The servicing model for clients with SMAs
• What's next for managed accounts

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