Investment Podcast #44 - Are Managed Accounts Reshaping the Advice Model?

Managed accounts are often sold on efficiency, but their impact can run much deeper than streamlining portfolio administration. In this episode, host Ben Nash is joined by Lance Rowlands from Wealth Directions and David Hutchison from AMP to explore how managed accounts are reshaping the advice model itself.

Drawing on Lance’s experience implementing managed portfolios across his practice, the discussion looks at how greater efficiency, stronger governance and more consistent portfolio implementation can free advisers to spend more time on strategy, client goals and the parts of advice that matter most. From client engagement and fee models to customisation, performance measurement and implementation challenges, the episode offers a practical look at what changes when managed accounts become embedded in the way an advice business operates.

David Hutchison LinkedIn: https://www.linkedin.com/in/davidkhutchison/
Lance Rowlands LinkedIn: https://www.linkedin.com/in/lance-rowlands-a0879b8/

Grown with North: https://lnkd.in/gwczfBKK

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