How to ready your business for managed accountsBY JASON KOMADINA | VOLUME 8, ISSUE 1 Implementing managed accounts in an advice practice involves much more than simply selecting the right provider. It is an opportunity to refine the practice's value proposition ... Get articles like this delivered to your email - Sign up for the free monthly newsletter  More Articles |
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Cover Story
A process for the better
MARSHALL BRENTNALL
DIRECTOR
EVALESCO FINANCIAL SERVICES PTY LTD
DIRECTOR
EVALESCO FINANCIAL SERVICES PTY LTD
Evalesco directors Marshall Brentnall, Jeff Thurecht and Jules Knox analyse the process of creating model portfolios and how that in turn has led to better outcomes for their clients. Annabelle Dickson writes.
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I totally agree, we transitioned to managed accounts around 2 years ago, portfolios are managed effectively and altered very efficiently as needed, reducing risk. This enables me to concentrate my efforts on my clients needs and ensuring I reduce their risk further in other areas that I may not have had the time to do previously. The additional time I spend with my clients has certainly enhanced relationships.