Information for advice professionals only.
Managed accounts are an appealing solution for advisers because they enable efficiency and speed of execution. During the market volatility of COVID-19, have they delivered on their promise? Find out from the latest BT Managed Accounts Roundtable covering investment execution, the business of advice, communication and advocacy, compliance and more.
Read the summary of the virtual roundtable here or watch the full video below.
The views expressed in this video are those of the presenters alone unless otherwise quoted, and do not reflect the views or policy of any company in the Westpac Group. The video is for adviser use only. They must not be made available to any retail client and any information in them must not be communicated to any retail client or attributed to any entity in the Westpac Group. The information in this video is provided solely as general information. This recording is being shared with the prior written consent of our participants.
The Federal Budget 2020-21
It's a (not so) small world after all for SMSFs
Aged care advice in a record low interest rate environment
The views expressed in this video are those of the presenters alone unless otherwise quoted, and do not reflect the views or policy of any company in the Westpac Group. The video is for adviser use only. They must not be made available to any retail client and any information in them must not be communicated to any retail client or attributed to any entity in the Westpac Group. The information in this video is provided solely as general information. This recording is being shared with the prior written consent of our participants.