PODCAST · government
Managed Accounts Decoded
by Professional Planner
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.
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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.
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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.
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ABOUT THIS SHOW
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.
HOSTED BY
Professional Planner
CATEGORIES
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Frequently Asked Questions
How many episodes does Managed Accounts Decoded have?
Managed Accounts Decoded currently has 2 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Managed Accounts Decoded 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...
How often does Managed Accounts Decoded release new episodes?
Managed Accounts Decoded has 2 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Managed Accounts Decoded?
You can listen to Managed Accounts Decoded on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Managed Accounts Decoded?
Managed Accounts Decoded is created and hosted by Professional Planner.
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