Managed Accounts Decoded

Professional Planner
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This pioneering four-part podcast series will tell the story of the rise and rise of managed accounts, demystifying this trend and unpacking the client and adviser benefits, role of asset consultants and investment committees, alongside regulatory issues and critiques. It will aim to provide guidance for best practice investment governance and client outcomes.

Episodes

  1. Governance, growth and client conversations in managed accounts

    14 APR

    Governance, growth and client conversations in managed accounts

    The managed accounts sector is approaching the $300 billion milestone and that growth means having more frank conversations about transparency and the importance of advisors aligning their managed accounts with client needs.

    36 min
  2. The rise, risks and regulation

    18 MAR

    The rise, risks and regulation

    In the first episode of the new Managed Accounts Decoded podcast series, Conexus Financial editor-in-chief Aleks Vickovich sits down with North head of managed portfolios and investments Dipin Arora and IMAP chair Toby Potter to discuss the rise and rise of managed accounts, what it means for consumers, and the regulation and governance of the sector.

    44 min
  • 2 Episodes

About

This pioneering four-part podcast series will tell the story of the rise and rise of managed accounts, demystifying this trend and unpacking the client and adviser benefits, role of asset consultants and investment committees, alongside regulatory issues and critiques. It will aim to provide guidance for best practice investment governance and client outcomes.

Information

  • Creator
    Professional Planner
  • Years Active
    2K
  • Episodes
    2
  • Rating
    Clean
  • Copyright
    © 2026 Professional Planner

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