Managed Accounts Decoded
By Professional Planner
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Category: Government
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Episodes: 4
Description
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.
| Episode | Date |
|---|---|
|
Retirement's wealth wave demands a new language for advice
|
Jun 23, 2026 |
|
Translating big-picture views into portfolio action
|
May 20, 2026 |
|
Governance, growth and client conversations in managed accounts
|
Apr 14, 2026 |
|
The rise, risks and regulation
|
Mar 18, 2026 |