Search ResultsShowing 1 - 3 of 3 results for "Financial Standard Managed Accounts Best Practice Forum"
Suitability of managed accounts grows
HARRISON WORLEY  |  TUESDAY, 10 SEP 2019
Managed accounts are becoming more suitable for a broader range of clients, attendees of the 2019 Financial Standard Managed Accounts Best Practice Forum have heard. Speaking at Financial Standard 's Managed Accounts Best Practice Forum in Sydney this ...
Managed accounts demand dominates platform market
KARREN VERGARA  |  SUNDAY, 17 SEP 2017
The rate of growth managed accounts are experiencing - three times faster than any other segment of the platform market - will fundamentally change the role of financial advisers, latest Rainmaker research shows. Rainmaker Group director of research ...
ASIC toughens MDA suitability rules
KARREN VERGARA  |  THURSDAY, 14 SEP 2017
Platform providers and financial advisers offering a managed discretionary account (MDA) service should be mindful of the regulator cracking down on new suitability review requirements, a legal expert warns. Presenting at today's Financial Standard ...
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