Managed Accounts - what our clients have learnt

Praemium's Martin Morris and Managing Director of Centaur Financial Services, Hugh Robertson discuss the key learnings Hugh and his team have gained through their implementation of Managed Accounts. As a Director of the Australian Advice Network, who manage $1bn in SMA assets, this session will give you a unique perspective behind their decision as a group to establish their own SMA models and also, as principle practitioner, how SMAs have offered benefits not only to his business but importantly to clients and staff alike.

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