The next phase of managed account evolution

Ahead of his presentation at the Adviser Innovation Summit next month, Implemented Portfolios general manager of partnerships and distribution Phil Pilgrim joins the ifa Show to discuss the evolution of managed accounts from their initial adoption to the bigger question of how they can be optimised in adviser practices.

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by Robyn Tongol - May 26, 2021 0 comments

Phil discusses why some advisers may still be sitting on the fence about using managed accounts and the challenges of using traditional managed accounts with a more bespoke client base.

He also unpacks how practices can strike a better balance between automation and an individualised approach to client portfolios, and provides tips around approaching the managed account conversation with clients.

Stimulate new ideas. Stimulate new thinking. Top up your CPD points and hear from industry experts with ifa’s Knowledge Centre. Keep up to date with the latest trends and reforms, all while adding to your CPD hours. Explore the Knowledge Centre now.

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