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Let’s Talk Markets
Zenith Investment Partners
17 episodes
4 months ago
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Investing
Business
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All content for Let’s Talk Markets is the property of Zenith Investment Partners and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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Investing
Business
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From paper to portfolio powerhouse: How managed accounts drive growth
Let’s Talk Markets
9 minutes 58 seconds
7 months ago
From paper to portfolio powerhouse: How managed accounts drive growth
This episode discusses what’s driving high-growth firms in 2025 and how managed accounts are playing a central role. It covers the key traits high-growth advice businesses have in common, how managed accounts unlock efficiencies without compromising control, and tips for practices looking to scale, even if they’re not ready for a custom solution. To download the report discussed in today's podcast, visit https://www.zenithpartners.com.au/unlocking-advice-efficiencies-in-2025/   Episode released April 2025 Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) is the provider of General Advice (s766B Corporations Act 2001). To the extent that any content of this website constitutes advice, it is General Advice for Wholesale clients only and prepared exclusively for Zenith clients, without taking into consideration the objectives, financial situation or needs of any specific person. It is not a specific recommendation to purchase, sell or hold any financial product(s) and the contents of this website is subject to change or withdrawal without prior notice. Investors should seek their own independent financial advice before making any investment decision and should consider the appropriateness of any advice in light of their own objectives, financial situation or needs. Investors should obtain a copy of, and consider, any relevant product PDS or offer document before making any investment decision. This website and its contents is subject to copyright and may not be reproduced or distributed without the consent of the copyright owner. This website and its contents has been prepared in good faith and is believed to be reliable, but its completeness and accuracy is not guaranteed. Zenith accepts no liability for any errors or omissions, whether direct or indirect, arising from the use of information contained on this website. Past performance is not an indication of future performance. © 2025 Zenith Investment Partners Pty Ltd. All rights reserved.
Let’s Talk Markets