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FS Managed Accounts
FS Managed Accounts: the Journal for Managed Account Professionals is the definitive source of articles and case studies for the industry in Australia.
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About Us | FS Managed Accounts
Keeping up with the times FS Managed Accounts will provide a refreshing view and relevant content to financial advisers, accountants and SMSFs looking to transition all or a proportion of their client...
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Investment | FS Managed Accounts
As the world adjusts to COVID-19 and vaccination rates continue to rise, the hope is that life will return to some form of normal in the near to medium term. Consistent with this view, it is likely th...
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Managed accounts and the evolving investor | FS Managed Accounts
This paper is based on an excerpt from Praemium's Profit Facts and Key Success Drivers: Elevating your Business with Managed Accounts report. It builds upon research undertaken in 2019 when Praemium, ...
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Transitioning to managed accounts | FS Managed Accounts
Completing a successful transition to managed accounts can be a difficult and, at times, quite a confronting experience. The transition journey isn't as simple as the traditional experience of mov...
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Realising the benefits of managed accounts | FS Managed Accounts
Making the most of introducing managed accounts into a financial advice practice will take a journey of two to three years. It's a process that involves defining the firm's value proposition, ...