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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Further Reading
Cover Story
On the horizon
MICHAEL TOWNSEND
PARTNER & PRIVATE WEALTH ADVISER
TOWNSEND COBAIN PTY LTD
PARTNER & PRIVATE WEALTH ADVISER
TOWNSEND COBAIN PTY LTD
Tim Townsend is a people person at heart, and using managed accounts he has more time to do what he loves most - engaging with clients. But that doesn't mean just any solution will do. Eliza Bavin writes.
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