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.

에피소드

  1. Retirement's wealth wave demands a new language for advice

    6월 23일

    Retirement's wealth wave demands a new language for advice

    In the fourth episode of Managed Accounts Decoded, Retirement Magazine editor Simon Hoyle is joined by North's David Hutchinson, The Conexus Institute's David Bell, and Bec Wilson to discuss the Epic Retirement Tick, the role of managed accounts in personalised retirement planning, and the challenges of extending the superannuation performance test into the retirement phase.

    37분
  2. Translating big-picture views into portfolio action

    5월 20일

    Translating big-picture views into portfolio action

    Sticky inflation, bifurcated equity markets and an uncertain rate environment are the challenges facing investors in the market today, according to AMP chief investment officer Anna Shelley and general manager of investments Stuart Eliot.

    14분
  3. Governance, growth and client conversations in managed accounts

    4월 14일

    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.

    36분
  4. The rise, risks and regulation

    3월 18일

    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.

    44분
  • 4개의 에피소드

소개

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.

정보

  • 제작진
    Professional Planner
  • 방송 연도
    2026년
  • 에피소드
    4
  • 등급
    전체 연령 사용가
  • 저작권
    © 2026 Professional Planner

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