How to drive better client engagement and delivery of financial adviceBY PETER CHUN | MONDAY, 18 FEB 2019 4:32PMManaged accounts have existed in various forms for decades but it is only in recent years that new technologies have given birth to the modern managed account, backed by better ... Upgrade your subscription to access this article
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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.