Transitioning to managed accountsBY MARTIN MORRIS | VOLUME 7, ISSUE 1Completing a successful transition to managed accounts can be a difficult and, at times, quite a confronting experience. The transition journey isn't as simple as the traditional ... 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
TIM 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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