Guide to Managed Accounts 2021

managed accounts MDA managed discretionary accounts

7 October 2021
| By Money |
image
image
expand image

Managed accounts not only have weathered the impact of the COVID-19 pandemic but have innovated in the last 12 to 24 months, all while growing funds under management to new heights.

As mentioned in this Money Management Managed Accounts Guide, financial advisers found the ability to de-risk client portfolios rapidly through managed accounts, useful during the downturn markets experienced in March last year.

Not only that, when green shoots appeared they were again able to easily take advantage of opportunities.

Click here to download as a PDF

Read more about:

AUTHOR

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 weeks 5 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

6 days 1 hour ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

1 day 15 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

19 hours 51 minutes ago