The four choices in setting up a managed account programBY TOBY POTTER | VOLUME 4, ISSUE 1There are four dimensions of a managed account program that every organisation that is thinking about implementing a program needs to consider: Legal structure Investment process ... 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.