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Search ResultsShowing 1 - 4 of 4 results for Karren Vergara
Giant steps for growth
In the previous edition of Financial Standard, Karren Vergara explored managed accounts and how the $50 billion market impacts the lives of its ever growing client base. Managed accounts are clearly important ... Read more
Booming with confidence
The tide has turned. The skepticism that followed managed accounts in its early days has waned, says Cameron Harrison Private Wealth partner and Certified Financial Planner Anne-Marie Tassoni. Over the ... Read more
2017 Financial Standard Best Practice Forum on Managed Accounts
That managed accounts are here to stay and will inevitably become basic offerings in the near term were salient themes that emerged from this year's Best Practice Forum on Managed Accounts. More than ... Read more
Managed accounts: pushing the button
Never have financial advisers worked so hard to justify their value. In the age of robo-advice and financially savvy clients demanding more from the relationship, advisers all of a sudden, are finding ... Read more
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KAREN MCLEOD
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ETHICAL INVESTMENT ADVISERS PTY LTD
Ethical Investment Advisers principal adviser Karen McLeod shares how the bespoke models her firm built from scratch are helping her clients make a difference. Jamie Williamson writes.
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