Efficiency, scale & options: managed accounts in 2021

With practices having a range of challenges including compliance, human resource and marketing services, elements of streamlining have the potential to improve all aspects of the business model. This session debates the challenges and opportunities posed by managed accounts in simplifying life for advisers across a practice. SPEAKERS: Eugene Ardino, chief executive, Lifespan Financial Planning Josh Persky, head of model portfolio solutions, BlackRock Brett Taggart, managing director, Financial Planning, Bell Partners MODERATOR: Matthew Smith, director of retail content, Conexus Financial

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Is it fair that advice practices charge their clients a separate managed account fee?

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Scale by independence: The Koda Capital model

Scale by independence: The Koda Capital model

“I stopped counting my direct reports at 35,” Paul Heath says. In a revealing fireside discussion, the Koda Capital co-founder and CEO explains the group’s remarkably flat structure, its unconventional scale game and why he and Steve Tucker are giving away half the firm’s equity.

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