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Tuesday, 16 September 2025
11:00am AEST
WEBCAST
Managed accounts in 2025: What’s working, what’s not, and what’s next
Description
Don’t miss our free, live webcast taking a deep-dive into how advisers are scaling smarter, customising deeper, and preparing for the future of client engagement with managed accounts.
Managed accounts have officially gone mainstream – with close to 60 per cent of Australian advisers using them and adoption expected to hit 75 per cent in the coming year. These structures are no longer just about saving time; they are transforming how advisers deliver value, personalise portfolios, and scale their practices with precision.
But challenges remain. Many advice firms still grapple with migrating legacy portfolios, managing rising expectations around tailored solutions, and integrating the right tech stack to support operational flow and compliance.
In this webcast, we’ll dive into the next phase of managed account evolution – what’s driving adoption across different advice models, how technology is reshaping the experience for both advisers and clients, and what the future holds for customised models, high-net-worth engagement, and regulatory oversight.
Topics we’ll cover:
- How managed accounts moved from niche to necessary – and where adoption is heading next.
- Why client engagement, not just admin savings, is now the biggest ROI.
- The tools and integrations advisers are demanding in their managed account solutions.
- Customisation trends and what HNW clients are asking for.
- What a robust due diligence process looks like in today’s market.
Register today to join this practical, forward-looking discussion designed to equip financial advisers and wealth professionals with the insights, tools, and strategies to harness the full potential of managed accounts – from boosting efficiency and scale to enhancing client engagement and customisation.
Tuesday, 16 September
11:00am AEST
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