Martin Morris Chief Distribution Officer, Praemium Limited (at time of writing) Martin is chief distribution officer and a director of Praemium Australia Limited. He has 30 years' industry experience spanning Australian and UK markets, where he held national roles in product distribution and AFSL management. He has an MBA and is a graduate of the Institute of Company Directors.
MARTIN MORRIS | WEDNESDAY, 29 JUN 2022 This paper is based on an excerpt from Praemium's Profit Facts and Key Success Drivers: Elevating your Business with Managed Accounts report. It builds upon research undertaken in 2019 when Praemium, in conjunction with leading advisory consulting practice ... Read more MARTIN MORRIS | MONDAY, 19 OCT 2020 Completing 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 experience of moving from Investment Manager A to Investment Manager ... Read more MARTIN MORRIS | FRIDAY, 17 JUL 2020 Recent research has shown there is a commonly held view that managed accounts are more suited to High Net Worth clients. However, with more advisers starting to embrace managed accounts as a whole-of-practice solution, these myths are now being disproved ... Read more MARTIN MORRIS | MONDAY, 17 FEB 2020 Financial planning principles are continuously faced with legislative changes and there is very little air-time between articles referencing the royal commission, FASEA and other regulatory changes. Read more MARTIN MORRIS | FRIDAY, 28 SEP 2018 The financial planning industry is continually transforming. Against a backdrop of legislative and economic challenges, practices are also faced with an evolving client base and technological advances that are requiring them to adapt both their business ... Read more MARTIN MORRIS | MONDAY, 16 OCT 2017 SMA growth forecasted to continue The continuing success of managed accounts appears to be showing no signs of abating. Australian Financial Service Licences (AFSL), advisers, stockbrokers and increasingly robo-advice offerings are driving this market ... Read more PAGE: 1 |
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On the horizon
MICHAEL TOWNSEND
PARTNER & PRIVATE WEALTH ADVISER
TOWNSEND COBAIN PTY LTD
PARTNER & PRIVATE WEALTH ADVISER
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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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