11 October 2024
Managed accounts? Simple.
For advisers and their clients, are managed accounts simply a better way to invest? Read more to find out why managed accounts have become so popular with investors and advisers. Read more
Another key component of direct investing are managed accounts, which like direct shares, are also predicted to grow in popularity as the Future of Financial Advice (FOFA) reforms are introduced. The high touch, investment management approach of managed accounts, such as MDAs (Managed Discretionary Accounts) or SMAs (Separately Managed Accounts), fit naturally inside the parallel high-contact approach of opt-in provisions and a statutory best interest duty.
Continue Reading: Have Managed Accounts Finally Arrived? (PDF)
