Why managed accounts are the best antidote to market volatilityBY NEIL ROGAN | MONDAY, 22 MAY 2023 3:15PM Australia's $145 billion - and counting - managed accounts industry has transformed the ease and efficiency with which advisers can run a business and serve clients. At no time ... Upgrade your subscription to access this article
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Harvesting wisdom
TIMOTHY SCOTT
MANAGING DIRECTOR
FORD SCOTT FINANCIAL PLANNING PTY LTD
MANAGING 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.
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Why managed accounts are the best antidote to market volatility
Australia's $145 billion - and counting - managed accounts industry has transformed the ease and efficiency with which advisers can run a business and ...
Many thanks Neil as your article makes sense on many levels. Another advantage that our clients are noting is the material that Russell Investments and other managed account providers send to financial planners allowing them to communicate with clients on a regular basis. This material is light years in front of what a typical planning business could provide simply by running their so-called 'model portfolios'. The monthly portfolio material you provide is another time saver for planners, with this time better applied to serving clients needs.