The ifa Show

The rise of managed accounts


Listen Later

On a new episode of the ifa Show, BT’s head of managed accounts Zac Leman and head of platforms Chris Mather joined host Neil Griffiths to talk about the rise of MAs. Zac and Chris discuss how managed accounts have gone from a niche to mainstream offer for advisers over the past 20 years and why the pandemic has accelerated its importance. “They’re becoming the go-to solution for many advisers and they can be purpose-built for boutiques as well as large advice practices,” Zac said. Chris added: “It’s also a really good way to manage the cost of delivering advice. And there’s a consistency that all clients are getting exactly the same investment outcome without operational delay of implementation activities. “And it means that advisers’ value propositions, in many cases, have also evolved away from being the execution and investment manager to managing the investment manager and really focusing on strategic advice.” Listen to the full episode here. 

...more
View all episodesView all episodes
Download on the App Store

The ifa ShowBy Momentum Media


More shows like The ifa Show

View all
Money News by Money News

Money News

10 Listeners

Motley Fool Money by LiSTNR

Motley Fool Money

92 Listeners

The Money Puzzle, with James Kirby by The Australian

The Money Puzzle, with James Kirby

51 Listeners

Ensombl Advice Australia by Ensombl

Ensombl Advice Australia

2 Listeners

Equity Mates Investing Podcast by Equity Mates Media

Equity Mates Investing Podcast

66 Listeners

Your Wealth by NAB

Your Wealth

10 Listeners

Australian Investors Podcast by Rask

Australian Investors Podcast

19 Listeners

FEAR & GREED | Business News by Fear and Greed

FEAR & GREED | Business News

11 Listeners

Investing Compass by Morningstar Australia

Investing Compass

26 Listeners

Straight Talk with Mark Bouris by Mentored.com.au

Straight Talk with Mark Bouris

197 Listeners

The Money Café with Alan Kohler by Eureka Report

The Money Café with Alan Kohler

32 Listeners

Chanticleer by Australian Financial Review

Chanticleer

24 Listeners

The Fin by Australian Financial Review

The Fin

17 Listeners

5 in 5 with ANZ by ANZ

5 in 5 with ANZ

7 Listeners

15 Minutes with the Boss by The Australian Financial Review

15 Minutes with the Boss

12 Listeners