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

Click here to view more videos from the 2016 Managed Accounts Forum.

Sign up to our monthly FS Managed Accounts newsletter for free here to get the latest industry news and updates.