The Institute of Managed Account Professionals says managed accounts have largely delivered on client goals and haven’t suffered a major collapse or scandal. The comments come in response to revelations by Professional Planner that ASIC has requested information about any sales and revenue targets, inducements and benefits to offer SMAs to retail clients from providers and licensees.
Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas.
We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.
Managed Accounts