Information for advice professionals only.
The takeup of managed accounts has shone a light on the capability of advice practices to manage investment governance processes that have traditionally been the domain of institutions. Advice practices’ approach to investment governance varies widely; some have established expertise internally, while others outsource this function to external subject matter experts.
During this roundtable, advisers and investment governance experts discuss how to establish a best practice investment governance framework while staying focused on client service and business growth.
The views expressed in this webinars 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 webinar 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 these webinars is provided solely as general information. The webinar recordings are being shared with the prior written consent of our industry partners.