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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MICHAEL 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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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.