In the fourth episode of Managed Accounts Decoded, Retirement Magazine editor Simon Hoyle is joined by North's David Hutchison, The Conexus Institute's David Bell, and How to Have an Epic Retirement author Bec Wilson to discuss the Epic Retirement Tick, the role of managed accounts in personalised retirement planning, and the challenges of extending the superannuation performance test into the retirement phase.
Sticky inflation, bifurcated equity markets and an uncertain rate environment are the challenges facing investors in the market today, according to AMP chief investment officer Anna Shelley and general manager of investments Stuart Eliot.
The managed accounts sector is approaching the $300 billion milestone and that growth means having more frank conversations about transparency and the importance of advisers aligning their managed accounts with client needs.
In the first episode of the new Managed Accounts Decoded podcast series, Conexus Financial editor-in-chief Aleks Vickovich sits down with North head of managed portfolios and investments Dipin Arora and IMAP chair Toby Potter to discuss the rise and rise of managed accounts, what it means for consumers, and the regulation and governance of the sector.
