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How have other practices implemented managed accounts?
Download our new discussion paper ‘Managed accounts: insights from financial advice principals’ where advice principals reveal their real-world experience with the managed account model and how to discuss the benefits for your clients and business.
Latest insights on managed accounts, in case you missed it.
- BT Panorama managed accounts: adviser guide
- Client guide: The benefits of BT's managed accounts
- Two birds with one stone: can managed accounts help with compliance as well as efficiency?
- Practice transformation: a real-world view of managed accounts
- Rethinking business growth with managed accounts
- Realising the value in managed accounts: for financial advice businesses and clients
- Getting clients on board with the MDA model: communication tips for financial advisers
Information for advice professionals only.
22 Jun 2022
Morning Report
The Morning Report provides a concise summary of economic and financial market developments over the previous 24 hours.
22 Jun 2022
Monthly market and economic chart pack
The monthly market and economic chart pack from BT’s Investment Solution team provides a comprehensive illustration of economic and financial market performance.
08 Jun 2022
Quarterly asset class performance
The Asset Class Performance report illustrates 30 years of market returns, identifying key market events and how each asset class has performed.
08 Jun 2022
Quarterly bull & bear market charts
The Bull and Bear Market chart illustrates how the S&P500 and the Australian All Ords have performed over the last 80 years. Specifically identifying periods of market growth and market decline.
31 May 2022
How have other practices implemented managed accounts?
Advice principals reveal their real-world experience with the managed account model and how to discuss the benefits for your clients and business.
16 Feb 2022
Whitepaper: Embracing digital technology for better client engagement
The pandemic has emphasised the importance of advisers offering digital
servicing to clients. Many financial planners have risen to the challenge and embraced digital tools.
16 Jun 2021
Whitepaper: BT 2021 UK Study Tour
The advice gap, impact of regulation, intergenerational transfer of wealth and the role of new technologies were just some of the main themes explored during the UK Study Tour. This paper unpacks some of the ideas and themes that were addressed.
20 Apr 2021
Whitepaper: Transitioning to an AFSL
Licensing choices are critical for any financial planning business. This guide explores some of the key issues to consider in taking on an AFSL, plus we take a look at some of the practical implications in terms of time, costs and other resource requirements.
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1 KPMG ‘Post-COVID-19: Insurance and wealth sector consumer trends’ report, 2020