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Showing 1 - 2 of 2 results for "James Mantella"

A roadmap for transitioning to managed accounts

ANDREW MCKEAN  |  THURSDAY, 14 SEP 2023
... client messaging, and planning. At today's Financial Standard Best Practice Forum on Managed Accounts, Netwealth's James Mantella said that achieving a 70% transition of clients and funds under management into managed accounts is essential to unlocking ...

Suitability of managed accounts grows

HARRISON WORLEY  |  TUESDAY, 10 SEP 2019
... Standard 's Managed Accounts Best Practice Forum in Sydney this morning, Netwealth head of managed investment products James Mantella told the crowd of financial advisers that the growth in managed accounts wasn't only due to their well publicised efficiency ...
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