Case study: Going beyond product - portfolio solutions using managed accountsBY DAN MILES, MATT HEINE, NEAL DUNNE | VOLUME 3, ISSUE 1 A new approach to portfolio management In 1994, Neal Dunne was starting his career as an adviser in a world that was pretty much dominated by the insurance industry. Fifteen years ... Get articles like this delivered to your email - Sign up for the free monthly newsletter  More Articles |
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Cover Story
Harvesting wisdom
TIMOTHY SCOTT
DIRECTOR
FORD SCOTT FINANCIAL PLANNING PTY LTD
DIRECTOR
FORD SCOTT FINANCIAL PLANNING PTY LTD
With a farming background, Ford Scott Financial Planning director Tim Scott has artfully woven traditional country values into his advice approach and incorporated managed accounts into his offering, reflecting the importance he places on direct ownership. Cassandra Baldini writes.
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