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Showing 1 to 6 of 6 articles for Martin Morris:
Martin Morris
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 ... Read more
Martin Morris
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
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
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. These factors all have the ability to significantly ... Read more
Martin Morris
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
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
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