Managed accounts promise efficiency for practices but whether or not they help clients is up for debate. Despite support within the profession, there are some advisers who do have concerns about their usage and will act cautiously, while others will avoid using them altogether.
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.
Web feature: Best practice for implementing managed accounts"/>
Managed Accounts