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Forum: Do managed accounts measure up?BY MICHELLE BALTAZAR | MONDAY, 22 NOV 2021 12:48PM
Leading financial advisers, consultants and platforms will gather at a forum this Thursday to discuss the merits of managed accounts, how they have performed during COVID-19 and how to implement ESG advice within a managed account.Read more: BlackRock Australia, BT Financial Group, Fortnum Private Wealth, Macquarie, Mercer, MLC Asset Management, Neil Younger, Praemium, Rainmaker, Stanford Brown, Vincent O'Neill
BT Financial Group appointed a long-serving Westpac executive as its chief customer service officer.
Insignia Financial reported an exodus of self-employed advisers in the December 2021 quarter amid an overhaul of its advice fee model.
Fidelity International has bolstered its institutional capability, hiring Mercer's head of Australian equities research.
Fin365 is planning to launch a robo-advice platform, having acquired miPlan as part of its strategy.
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