Session 1:
From product solution to business strategy:
how managed accounts can accelerate the growth of the financial advice industry
Matt Heine, Joint Managing Director, netwealth
Adviser Q&A:
Craig Thwaites, Securinvest Financial Planners
Christian Ryan, Beulah Capital
Lukasz de Pourbaix, Lonsec Investment Solutions Pty Ltd
- Why managed accounts are here to stay
- Six major considerations when implementing a managed accounts solution
- Transition to managed accounts: adviser Q&A and case studies
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