Applied Financial Planning
What life really looks like with managed accounts
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Since their beginnings, the benefits of managed accounts have been well touted. Financial advisers in their hundreds told Netwealth in its 2019 AdviceTech research report of the trading efficiency, client engagement and tax efficiency outcomes they've enjoyed since taking on managed accounts in their practice.

Beyond the high-level benefits, and as the technology and investments options powering managed accounts develop, financial planners are testing the limits of what managed accounts can do in their practice.

In this article, we examine the features advice practices are focusing on to bolster their current offerings, optimise their business practices, attract new prospects and future proof their market position.

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