In this Education Hub video, ifa is joined by Kyle Lidbury, chief investment officer at Perpetual Private, to discuss the rapid rise and evolution of managed accounts in financial advice. Kyle explains the key drivers behind their growth, the efficiencies they bring to advisers, and the importance of maintaining ownership and transparency in portfolio decisions. He also dives into the challenges and opportunities around incorporating alternative assets, and how technology and tailored solutions are shaping the future of client-centric investing.
Product Spotlight: The future of life insurance with Acenda
In this instalment of the ifa Product Spotlight, Gerard Kerr, chief executive of individual business at Acenda, and Kris Mason,...
