State Street SPDR ETFs Webinar

Webinar

Information for advice professionals only.

Trends in Managed Accounts

BT’s Chris Mather, Head of Distribution, BT Platform, Distribution & Services, recently presented at a State Street SPDR ETFs event on Trends in Managed Accounts 2020.  During this event, platform trends dominating the industry, global managed portfolio trends and current and future use of managed accounts were discussed.  The Investment Trends team also delved into the report data and provided insights beyond the standard report, including how Managed Accounts can enhance advisers customer value proposition and exploring practice implementation and drivers for portfolio selection.

 

Access the latest in practice insights, market news and articles to help you grow your business.

Slipstream is seeing a growing momentum from advisers, and potentially regulators, to move towards annual service agreements.
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Slipstream recognises that Financial Advisers have had a very tough time since 2007 and now feel advisers are well poised to survive and thrive from the current disruption.
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Thriving advice businesses focus not just on the quality of advice they give, but on the efficiency of producing it. Slipstream calls this "The Factory" and they believe, like many others in the industry that there is nothing better than seeing a Factory that really hums!
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The views expressed in these 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 webinars are 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.