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Managed Accounts Decoded

Managed Accounts Decoded

De: Professional Planner
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This pioneering four-part podcast series will tell the story of the rise and rise of managed accounts, demystifying this trend and unpacking the client and adviser benefits, role of asset consultants and investment committees, alongside regulatory issues and critiques. It will aim to provide guidance for best practice investment governance and client outcomes.© 2026 Professional Planner
Episodios
  • The rise, risks and regulation

    The rise, risks and regulation
    Mar 18 2026

    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.
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    44 m
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