CIOs from Viridian and Shaw & Partners discussed the challenges involved in convincing advisers of the merits of managed accounts at a conference in Sydney.
Tahn SharpeAugust 6, 2019
As the flow of funds into managed accounts continues, competition has forced many product providers to rationalise their pricing, which is shaping an entirely new dynamic in the advice landscape.
Tahn SharpeMarch 29, 2019
A leading authority on managed accounts says they are evolving so quickly the regulator hasn’t been able to produce appropriate rules for the people who run them.
Tahn SharpeOctober 18, 2018