Managed accounts: Insights from financial advice principals

Managed accounts are growing in popularity among Australian financial advisers thanks to their potential to improve outcomes for financial advice clients and secure better business outcomes overall. We asked a panel of practice principals to share their experience with the MA model and discuss the benefits for their clients, team and business.

Embracing digital technology for better client engagement

The pandemic has emphasised the importance of advisers offering digital servicing to clients. Many financial planners have risen to the challenge and embraced digital tools as pivotal to client engagement and business profitability.