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.

What is Managed Accounts Decoded?

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.