Tony Mcdonald

It’s never too early to get started on a succession plan

  For many financial advice businesses, the challenges of servicing clients, keeping staff happy, managing compliance and continued evolution and education mean succession planning...

IMAP workshop to guide planning businesses through the ins and outs of setting up a managed account

Thursday, 13 August 2015
The ins and outs of integrating a managed account offering to an advice practice will be canvassed in a workshop and webinar produced by the...

How a smart managed account offer has the power to drive financial planning profit and practice valuation

Friday, 10 April 2015
Establishing a managed account service can substantially increase the value of a financial planning practice, but establishing one isn't for...

Less jargon and the answers to six questions can help to demystify managed accounts

Wednesday, 1 April 2015
Financial planning practices must answer six big questions before they can accurately say whether managed accounts make sense, the founder...

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